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Stacie Lynn White

PFS Investments Inc.

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About Stacie Lynn White

Stacie Lynn White is a financial professional registered with PFS Investments Inc., a well-established firm known for serving a diverse clientele. Stacie holds the Series 6TO and SIE licenses and has been actively involved in the industry since June 2021. She currently operates from the DACULA, GA branch of PFS Investments Inc.

Firm Information

Stacie White 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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Stacie White’s Registration & Firm History

GA

01/04/2023 - Present

PFS Investments Inc. (DACULA GA)

GA

06/07/2021 - 12/31/2022

PFS INVESTMENTS INC. (ATLANTA GA)

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Licenses & Designations

BC

Issued 06/05/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/30/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacie Lynn White.
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