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Susan Ellison

PFS Investments Inc.

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About Susan Ellison

Susan Ellison is a financial advisor who has been in the industry since 2003. Susan is currently registered with PFS Investments Inc. and has previously worked with Cetera Financial Specialists LLC, Continental Investors Services, Inc., MWA Financial Services, Inc., Princor Financial Services Corporation, and PFS Investments Inc. Susan holds a Series 6 license, Series 63 license, and a SIE license. Susan specializes in investments and portfolio management.

Firm Information

Susan Ellison 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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Susan Ellison’s Registration & Firm History

GA

07/20/2023 - Present

PFS Investments Inc. (CARROLLTON GA)

GA

06/24/2013 - 11/01/2022

PFS INVESTMENTS INC. (CARROLLTON GA)

GA

10/29/2010 - 03/28/2013

CETERA FINANCIAL SPECIALISTS LLC (CARROLLTON GA)

GA

03/10/2006 - 07/29/2010

CONTINENTAL INVESTORS SERVICES, INC. (STOCKBRIDGE GA)

IL

01/19/2005 - 03/03/2006

MWA FINANCIAL SERVICES, INC. (ROCK ISLAND IL)

IA

11/19/2002 - 12/31/2004

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

GA

03/28/2002 - 11/20/2002

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 07/25/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Ellison.
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