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Robert Gary Epstein

PFS Investments Inc.

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About Robert Gary Epstein

Robert Gary Epstein is a registered representative with PFS Investments Inc. Robert has been in the industry since June 26, 2007. Robert has a Series 6, Series 6TO, and SIE licenses. Robert has a branch office in Mount Laurel, New Jersey. Robert has been registered in New Jersey since August 30, 2022. Robert is currently registered with PFS Investments Inc. in Mount Laurel, New Jersey. Robert previously worked for PFS Investments Inc. in Pennsauken, New Jersey and Duluth, Georgia.

Firm Information

Robert Epstein 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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Robert Epstein’s Registration & Firm History

NJ

04/27/2022 - Present

PFS Investments Inc. (MOUNT LAUREL NJ)

NJ

06/18/2009 - 12/31/2009

PFS INVESTMENTS INC. (PENNSAUKEN NJ)

GA

02/03/1994 - 05/20/2008

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 07/25/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/27/2022

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

BC

Issued 11/12/2021

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Gary Epstein.
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