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Stephen Ash

PFS Investments Inc.

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About Stephen Ash

Stephen Ash is a financial professional with PFS Investments Inc. in Temple, Texas. Stephen has been in the industry since May 2020 and has been registered as a broker in Michigan, Oklahoma, and Texas. Stephen holds Series 63, 6TO, and SIE licenses. Stephen may receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. for referrals of home security and automation products, as well as other home-related services. Stephen is also a consultant for Arbonne International, a nutrition and health product maker and distributor.

Firm Information

Stephen Ash 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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Stephen Ash’s Registration & Firm History

TX

10/21/2024 - Present

PFS Investments Inc. (TEMPLE TX)

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Licenses & Designations

BC

Issued 05/14/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/2020

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

BC

Issued 12/16/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Ash.
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