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Patricia Lynn Mitchell

PFS Investments Inc.

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About Patricia Lynn Mitchell

Patricia Lynn Mitchell is a registered representative with PFS Investments Inc. in Overland Park, KS. Patricia has been in the securities industry since 1996 and has passed both the Series 6 and Series 63 exams. Patricia has held positions with PFS Investments Inc. since 1996.

Firm Information

Patricia Mitchell 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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Patricia Mitchell’s Registration & Firm History

KS

01/11/2016 - Present

PFS Investments Inc. (OVERLAND PARK KS)

KS

02/22/1996 - 12/31/2015

PFS INVESTMENTS INC. (OVERLAND PARK KS)

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Licenses & Designations

BC

Issued 05/02/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/21/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Patricia Lynn Mitchell. Review regulatory record here.
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