Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Bruce Padgett

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Bruce Padgett

Robert Bruce Padgett is an Investment Advisor Representative and a Registered Representative with PFS Investments Inc. Robert has been in the financial services industry since August of 2020. He is registered to provide investment advisory services in Florida and is a registered representative in Florida, Arizona, California, Connecticut, Georgia, Maryland, Massachusetts, New York and Virginia. Robert holds Series 6, 26, 63, 65 and SIE licenses. Robert is also a founding member of a small-business owners networking group. In addition to his role at PFS Investments Inc., Robert is also a self-employed musician.

Firm Information

Robert Padgett 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.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Padgett’s Registration & Firm History

NJ

12/12/2022 - Present

PFS Investments Inc. (MAHWAH NJ)

Not sure if Robert Bruce Padgett is right for you?

Licenses & Designations

IA

Issued 11/04/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/16/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 08/27/2022

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

BC

Issued 07/29/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Bruce Padgett.
Not sure if Robert Bruce Padgett is right for you?