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Robert Recker

PFS Investments Inc.

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About Robert Recker

Robert Recker is a registered investment advisor representative with PFS Investments Inc. Robert has been in the financial services industry for over 11 years. Robert holds the Series 6, Series 63, and Series 65 securities licenses, along with the SIE exam. Robert is registered with the states of Alabama, Arizona, California, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, Missouri, Montana, New Jersey, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Robert works in the Tampa, FL branch office of PFS Investments Inc. Robert is a partner/manager for The Recker Group LLC, a legal entity formed for Primerica business purposes, and is also a website builder/owner. Robert may also receive non-investment related compensation for selling mortgage products or referring home security, home automation, and other home related services. Robert can provide investment advice to individuals, high-net-worth individuals, charitable organizations, and corporations or other businesses. PFS Investments Inc. has over $8.46 billion in assets under management.

Firm Information

Robert Recker 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 Recker’s Registration & Firm History

FL

06/16/2022 - Present

PFS Investments Inc. (TAMPA FL)

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Licenses & Designations

IA

Issued 02/05/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/13/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Recker. Review regulatory record here.
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