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Peter Lincoln

PFS Investments Inc.

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About Peter Lincoln

Peter Lincoln is a financial advisor with PFS Investments Inc. located in Duluth, GA. Peter has been in the financial industry since August 4, 2016. Peter Lincoln has a Series 6, Series 26, and Series 63 license. Peter Lincoln also holds the SIE designation. Peter Lincoln is registered to sell securities in Arkansas, Florida, Massachusetts, Mississippi, Montana, Ohio, and Utah. Peter Lincoln is also registered with FINRA and the state of Georgia. Peter Lincoln specializes in financial planning and portfolio management for individuals. Peter Lincoln also provides financial services to insurance companies, charitable organizations, corporations or other businesses, and individuals other than high net worth individuals. In addition to Peter Lincoln's experience as a financial advisor, Peter Lincoln is the President of Lincoln Construction Inc.

Firm Information

Peter Lincoln 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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Peter Lincoln’s Registration & Firm History

GA

10/07/2024 - Present

PFS Investments Inc. (DULUTH GA)

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Licenses & Designations

BC

Issued 01/25/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2016

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Lincoln.
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