linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Wills

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 Wills

Robert Wills is a financial professional with over 12 years of experience in the industry. Robert is currently registered with PFS Investments Inc. in Tennessee. Robert is also registered with the following states: California, Florida, Illinois, New Jersey, New York, North Carolina, and Texas. Robert's current employment with PFS Investments Inc. began in January 2022. Prior to this, Robert was employed with PFS Investments Inc. in New York from January 2013 to December 2013 and again from April 2010 to December 2012. Robert specializes in offering investment advice to individuals.

Firm Information

Robert Wills 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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 Wills’s Registration & Firm History

TN

01/24/2022 - Present

PFS Investments Inc. (NASHVILLE TN)

NY

01/04/2013 - 12/26/2013

PFS INVESTMENTS INC. (EAST SYRACUSE NY)

NY

04/06/2010 - 12/31/2012

PFS INVESTMENTS INC. (EAST SYRACUSE NY)

Not sure if Robert Wills is right for you?

Licenses & Designations

IA

Issued 01/14/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/08/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/05/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Wills. Review regulatory record here.
Not sure if Robert Wills is right for you?