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Rhett Harris Whitley

PFS Investments Inc.

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About Rhett Harris Whitley

Rhett Whitley is a financial advisor who has been working in the industry since 1995. Rhett is currently registered with PFS Investments Inc. and is licensed in several states including Alabama, Colorado, Florida, Georgia, Kentucky, Louisiana, Mississippi, and North Carolina. Rhett has a wide range of experience in the financial industry and specializes in portfolio management for individuals. Rhett holds a Series 6, Series 26, Series 63, and Series 65 license, and is also a registered representative of PFS Investments Inc. Rhett has a history of working with Primerica Financial Services, and provides additional financial products and services to clients.

Firm Information

Rhett Whitley 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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Rhett Whitley’s Registration & Firm History

AL

07/16/2021 - Present

PFS Investments Inc. (BIRMINGHAM AL)

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Licenses & Designations

IA

Issued 07/08/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/28/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/01/1996

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rhett Harris Whitley.
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