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Richard Henri Girard

PFS Investments Inc.

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About Richard Henri Girard

Richard Henri Girard is a financial professional with over 20 years of experience in the industry. Richard is registered with PFS Investments Inc., a firm based in Duluth, Georgia. Richard holds the Series 6, 63, 26 and 65 licenses. Richard is currently registered in 11 states: Connecticut, Florida, Maine, Massachusetts, New Hampshire, New Jersey, North Carolina, Rhode Island, Utah, Vermont and Virginia. Richard also works part-time selling investment-related products for companies affiliated with PFS Investments Inc., in addition to Primerica Mortgage, LLC and Primerica Client Services, Inc.. Richard has also worked for UPS and the Manchester, NH school board.

Firm Information

Richard Girard 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 Girard’s Registration & Firm History

NH

07/08/2011 - Present

PFS Investments Inc. (BEDFORD NH)

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Licenses & Designations

IA

Issued 04/22/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/29/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/15/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Henri Girard.
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