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Thomas Henry McWilliams

PFS Investments Inc.

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About Thomas Henry McWilliams

Thomas McWilliams is a financial professional who has been in the industry since 1995. Thomas is registered with PFS Investments Inc., and previously worked for JEFFERSON PILOT SECURITIES CORPORATION, INVIVA SECURITIES CORPORATION, and FIRST AMERICAN NATIONAL SECURITIES, INC.. Thomas holds the Series 6, 63, 26 and 65 securities licenses and the SIE exam. Thomas provides portfolio management for individuals and has experience working with high net worth individuals, corporations, and other businesses.

Firm Information

Thomas McWilliams 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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Thomas McWilliams’s Registration & Firm History

NH

04/02/2018 - Present

PFS Investments Inc. (CONCORD NH)

IN

06/20/2002 - 12/01/2005

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

OH

12/10/2001 - 05/31/2002

INVIVA SECURITIES CORPORATION (COLUMBUS OH)

NA

06/27/1990 - 12/31/1992

PFS INVESTMENTS INC.

NA

04/02/1985 - 12/31/1989

FIRST AMERICAN NATIONAL SECURITIES, INC.

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Licenses & Designations

IA

Issued 09/21/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/13/2014

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/05/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Henry McWilliams.
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