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Richard Michael Lalor

PFS Investments Inc.

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About Richard Michael Lalor

Richard Michael Lalor is a financial professional with over 38 years of experience in the industry. Richard is registered as an Investment Advisor Representative in Florida and has held various registrations in other states including California, District of Columbia, Georgia, Maryland, Michigan, New Jersey, New York and Texas. He works with PFS Investments Inc. Richard's expertise includes providing financial planning and portfolio management services for individuals. He offers a variety of services to clients, including the sale of investment-related products. He also may receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for referrals of home security and automation products.

Firm Information

Richard Lalor 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 Lalor’s Registration & Firm History

FL

09/02/2011 - Present

PFS Investments Inc. (MIRAMAR FL)

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Licenses & Designations

IA

Issued 06/29/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/12/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/15/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/1985

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 Michael Lalor.
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