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Osvaldo Avalos

PFS Investments Inc.

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About Osvaldo Avalos

Osvaldo Avalos is a financial advisor with PFS Investments Inc. Osvaldo has been in the financial industry since 1994. Osvaldo is registered with the state of Texas. Osvaldo has held previous roles with USAA Financial Advisors, Inc., USAA Investment Management Company, and Citigroup Global Markets Inc. PFS Investments Inc. is an independent financial advisor providing financial advice and services to individuals, high-net-worth individuals, corporations, and charitable organizations. PFS Investments Inc. has approximately $8.5 billion in assets under management.

Firm Information

Osvaldo Avalos 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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Osvaldo Avalos’s Registration & Firm History

TX

07/17/2018 - Present

PFS Investments Inc. (SAN ANTONIO TX)

TX

09/25/2007 - 02/01/2018

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

TX

02/19/2004 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

NY

07/03/2001 - 01/29/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

GA

01/04/1994 - 10/16/2000

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 04/13/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/05/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/09/2002

Series 7 - General Securities Representative Examination

BC

Issued 01/03/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Osvaldo Avalos.
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