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Scott Favalon

PFS Investments Inc.

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About Scott Favalon

Scott Favalon is a financial professional with over 20 years of experience in the industry. Scott is currently registered with PFS Investments Inc. in New Philadelphia, Ohio. Scott has a strong track record of providing personalized financial advice and investment management services to individuals, families, and businesses. Scott is dedicated to helping clients achieve their financial goals. Scott has held previous positions at CADARET, GRANT & CO., INC., AIG EQUITY SALES CORP., and AAL CAPITAL MANAGEMENT CORPORATION. Scott holds a Series 6, Series 63, and SIE license.

Firm Information

Scott Favalon 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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Scott Favalon’s Registration & Firm History

OH

06/03/2002 - Present

PFS Investments Inc. (NEW PHILADELPHIA OH)

NY

01/02/1998 - 02/05/1998

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NY

04/29/1997 - 01/02/1998

AIG EQUITY SALES CORP. (NEW YORK NY)

MN

05/15/1996 - 03/04/1997

AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 06/08/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/31/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Favalon.
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