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Ricky Howard Nelson

PFS Investments Inc.

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About Ricky Howard Nelson

Ricky Howard Nelson is a financial professional with over 20 years of experience in the financial services industry. Ricky is currently registered with PFS Investments Inc. and offers financial services to a range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Ricky holds a Series 63 license and has a proven track record of providing sound financial advice to individuals and businesses. In addition to his work at PFS Investments Inc., Ricky has also worked for Primerica Financial Services and Kim Fishman Audiology, LLC. Ricky is dedicated to helping clients achieve their financial goals and is committed to providing them with personalized and comprehensive financial advice.

Firm Information

Ricky Nelson 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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Ricky Nelson’s Registration & Firm History

MN

12/10/2013 - Present

PFS Investments Inc. (BURNSVILLE MN)

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Licenses & Designations

IA

Issued 04/08/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/11/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2004

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ricky Howard Nelson.
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