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Patrick Joseph Dunn

PFS Investments Inc.

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About Patrick Joseph Dunn

Patrick Dunn is a financial advisor who has been in the financial services industry since 1995. Patrick is a Registered Representative and Investment Advisor Representative with PFS Investments Inc. and is licensed to provide financial advice in several states, including Alabama, Connecticut, Florida, Georgia, Massachusetts, North Carolina, Ohio, and Vermont. Patrick is a Series 6, 63, 65, and 26 licensed representative and holds the Securities Industry Essentials (SIE) license. Patrick has experience in various aspects of financial planning, including investment management, and has a proven track record of working with individual clients, families, and businesses to meet their financial goals.

Firm Information

Patrick Dunn 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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Patrick Dunn’s Registration & Firm History

VT

03/07/2018 - Present

PFS Investments Inc. (BRANDON VT)

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Licenses & Designations

IA

Issued 04/18/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/20/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Patrick Joseph Dunn. Review regulatory record here.
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