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Sue Trigg

PFS Investments Inc.

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About Sue Trigg

Sue Trigg is a financial advisor with PFS Investments Inc., a firm headquartered in Duluth, GA. Sue has been a licensed financial professional since 2003. Her career spans a variety of financial services roles, always striving to help clients achieve their financial goals. Sue's expertise includes Investment Company Products/Variable Contracts, and she holds Series 6, 6TO, 26 and 63 licenses. Sue Trigg and PFS Investments Inc. serve a range of clients, including individuals, corporations, and charitable organizations.

Firm Information

Sue Trigg 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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Sue Trigg’s Registration & Firm History

TX

10/08/2020 - Present

PFS Investments Inc. (SAN ANTONIO TX)

TX

05/07/2008 - 12/31/2010

PFS INVESTMENTS INC. (SAN ANTONIO TX)

TX

05/02/2003 - 04/13/2007

PFS INVESTMENTS INC. (SAN ANTONIO TX)

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Licenses & Designations

BC

Issued 10/23/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/18/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/08/2020

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

BC

Issued 05/19/2020

SIE - Securities Industry Essentials Examination

BC

Issued 05/01/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sue Trigg.
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