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Thaddeus Lovell Moland

PFS Investments Inc.

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About Thaddeus Lovell Moland

Thaddeus Lovell Moland is a financial advisor with PFS Investments Inc., a registered broker-dealer and investment advisor, with offices in Sugar Land, Texas. Thaddeus has been in the financial services industry since 2006. Thaddeus is licensed to sell securities in Texas. Thaddeus specializes in providing investment advice to individuals. PFS Investments Inc. offers portfolio management services, educational seminars and financial planning to its clients.

Firm Information

Thaddeus Moland 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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Thaddeus Moland’s Registration & Firm History

TX

01/14/2013 - Present

PFS Investments Inc. (SUGAR LAND TX)

TX

06/10/2010 - 12/31/2010

PFS INVESTMENTS INC. (HOUSTON TX)

TX

09/14/2006 - 12/31/2009

PFS INVESTMENTS INC. (STAFFORD TX)

NA

04/18/1988 - 12/31/1988

FIRST AMERICAN NATIONAL SECURITIES, INC.

NA

06/04/1987 - 08/26/1987

FIRST INVESTORS CORPORATION

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Licenses & Designations

BC

Issued 10/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thaddeus Lovell Moland.
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