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Richard Dameron

PFS Investments Inc.

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About Richard Dameron

Richard Dameron is a financial advisor at PFS Investments Inc. Richard is also registered with PFS Investments Inc. as a Registered Representative and Investment Advisor Representative. Richard has been in the financial industry since 1989 and has a combined total of 8 approved state and federal registrations. Richard has passed the Series 63, 66, 7 and SIE exams. Richard is also a licensed insurance agent for Primerica Financial Services. Richard's primary business is helping individuals with financial planning, including retirement planning and investment management. Richard also provides advice on insurance products through Primerica.

Firm Information

Richard Dameron 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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Richard Dameron’s Registration & Firm History

PA

01/30/2019 - Present

PFS Investments Inc. (PITTSBURGH PA)

PA

01/10/1991 - 11/10/2004

PNC CAPITAL MARKETS, INC. (PITTSBURGH PA)

NA

04/29/1987 - 01/09/1989

PNC SECURITIES CORP

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Licenses & Designations

BOTH

Issued 06/17/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/15/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 8 public disclosures for Richard Dameron. Review regulatory record here.
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