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Mitchell Gus Nelson

PFS Investments Inc.

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About Mitchell Gus Nelson

Mitchell Gus Nelson is a registered investment advisor representative with PFS Investments Inc. Mitchell is also licensed as a securities agent in North Carolina, South Carolina, and Texas. Mitchell has been in the securities industry since May 19, 2015, and has experience in providing investment advice and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. Mitchell holds the Series 6, Series 63, Series 26, and Series 65 licenses, as well as the SIE examination. Mitchell's clients receive a variety of investment-related products and services, including financial planning, portfolio management, and investment advice.

Firm Information

Mitchell Nelson is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mitchell Nelson’s Registration & Firm History

NC

09/21/2022 - Present

PFS Investments Inc. (Charlotte NC)

SC

05/03/2016 - 08/30/2018

PFS INVESTMENTS INC. (COLUMBIA SC)

GA

03/17/1997 - 12/31/1998

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 09/02/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/16/2018

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/30/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mitchell Gus Nelson.
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