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Richard Edwin John

PFS Investments Inc.

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About Richard Edwin John

Richard Edwin John is a financial advisor with PFS Investments Inc. Richard has been in the securities industry since January 25, 1999. Richard is registered to provide investment advice in Pennsylvania. Richard is also registered with FINRA and the State of Pennsylvania as a Registered Representative. Richard holds Series 6, 7, 26, 63 and 65 licenses and has experience in a variety of financial services, including portfolio management.

Firm Information

Richard John 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 John’s Registration & Firm History

FL

04/30/2024 - Present

PFS Investments Inc. (OCALA FL)

CA

01/02/1997 - 12/31/2003

TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)

NY

04/18/1995 - 01/16/1997

SMITH BARNEY INC. (NEW YORK NY)

NC

06/04/1992 - 08/19/1993

EQUITABLE DISTRIBUTORS, INC. (CHARLOTTE NC)

NA

03/08/1990 - 01/02/1991

MLF SECURITIES, INC.

NA

02/23/1988 - 08/01/1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NA

11/24/1982 - 12/28/1984

A. G. BECKER INCORPORATED

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Licenses & Designations

IA

Issued 12/06/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/08/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/2019

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/20/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Edwin John.
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