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Shawn Curtis Lester

PFS Investments Inc.

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About Shawn Curtis Lester

Shawn Curtis Lester is a financial professional with over 10 years of experience in the financial services industry. Shawn is currently registered with PFS Investments Inc. as a representative. Previously, Shawn was registered with PFS Investments Inc. in Houston, TX from 2015 to 2018. Shawn has a wide range of experience in the financial services industry, including providing portfolio management for individuals. Shawn is licensed in Kentucky and Texas.

Firm Information

Shawn Lester 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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Shawn Lester’s Registration & Firm History

TX

01/11/2019 - Present

PFS Investments Inc. (HOUSTON TX)

TX

09/23/2015 - 05/04/2018

PFS INVESTMENTS INC. (HOUSTON TX)

TX

08/21/2012 - 12/31/2014

PFS INVESTMENTS INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 08/24/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/2019

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 05/04/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Shawn Curtis Lester. Review regulatory record here.
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