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Robert Wesley Steele

PFS Investments Inc.

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About Robert Wesley Steele

Robert Wesley Steele is a financial advisor registered with PFS Investments Inc. Robert has been in the industry since March 1996. Robert is also registered with the state of Tennessee and Georgia. Robert holds the following securities licenses: Series 6, Series 26, Series 63 and Series 65. Robert may receive non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Robert is currently employed by PFS Investments Inc. in Knoxville, TN. Robert has been employed by PFS Investments Inc. since 1996. The firm's main office is located in Duluth, GA. PFS Investments Inc. offers a range of services, including portfolio management for individuals. The firm has approximately $8.5 billion in assets under management.

Firm Information

Robert Steele 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 Steele’s Registration & Firm History

TN

08/01/2011 - Present

PFS Investments Inc. (KNOXVILLE TN)

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Licenses & Designations

IA

Issued 06/13/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/22/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Wesley Steele. Review regulatory record here.
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