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Robert Jason Riffle

PFS Investments Inc.

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About Robert Jason Riffle

Robert Jason Riffle is an Investment Advisor Representative with PFS Investments Inc. Robert has been in the securities industry since August 2010 and has a total of 14 years of experience. Robert has passed several industry exams including the Series 63, Series 65, SIE and the Series 6TO. Robert is registered in Arizona and West Virginia. In addition to his work with PFS Investments Inc., Robert also owns/is a member of Aardvark Affluence, LLC, an investment related company. Robert is located in BUFORD, GA, and is also licensed with PFS Investments Inc. in Lawrenceville, GA and Parkersburg, WV.

Firm Information

Robert Riffle 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 Riffle’s Registration & Firm History

GA

09/26/2024 - Present

PFS Investments Inc. (LAWRENCEVILLE GA)

GA

08/30/2010 - 12/31/2011

PFS INVESTMENTS INC. (LAWRENCEVILLE GA)

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Licenses & Designations

IA

Issued 08/26/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/2023

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

BC

Issued 07/31/2023

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2010

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 Jason Riffle.
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