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Shauna Lee Swainston

PFS Investments Inc.

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About Shauna Lee Swainston

Shauna Swainston is a registered investment advisor representative with PFS Investments Inc. Shauna Swainston has been in the industry since 2024 and is currently registered in Texas and Utah. Shauna Swainston works in the St George, UT office. PFS Investments Inc. provides investment advisory services for individuals. Shauna Swainston's other business activities include the sales of investment-related products for companies affiliated with PFS Investments Inc. Shauna Swainston may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for part-time referrals of home security and automation products, as well as other home related services.

Firm Information

Shauna Swainston 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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Shauna Swainston’s Registration & Firm History

ID

11/07/2024 - Present

PFS Investments Inc. (POCATELLO ID)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shauna Lee Swainston.
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