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Philip L Murad

PFS Investments Inc.

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About Philip L Murad

Philip Murad is an investment advisor representative at PFS Investments Inc. Philip has been working in the financial services industry since 2007, specializing in investment company products/variable contracts. Philip is licensed in Texas and holds the Series 6 and Series 63 securities licenses. Philip has been employed by PFS Investments Inc. since 2012. PFS Investments Inc. is a Registered Investment Advisor that specializes in providing portfolio management for individuals.

Firm Information

Philip Murad 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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Philip Murad’s Registration & Firm History

TX

01/21/2020 - Present

PFS Investments Inc. (HOUSTON TX)

TX

01/10/2019 - 12/31/2019

PFS INVESTMENTS INC. (STAFFORD TX)

TX

04/26/2012 - 12/31/2018

PFS INVESTMENTS INC. (STAFFORD TX)

TX

01/03/2008 - 12/31/2010

PFS INVESTMENTS INC. (HOUSTON TX)

GA

04/25/2007 - 12/31/2007

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 04/27/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Philip L Murad.
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