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Thomas Morgan Doyle

PFS Investments Inc.

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About Thomas Morgan Doyle

Thomas Doyle is a registered investment advisor representative with PFS Investments Inc. Thomas has been working in the financial industry since 1998. Thomas has previously worked at TD Ameritrade, FSC Securities Corporation, and several other firms. Thomas specializes in portfolio management for individuals.

Firm Information

Thomas Doyle 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 Doyle’s Registration & Firm History

GA

05/04/2016 - Present

PFS Investments Inc. (ALPHARETTA GA)

GA

06/27/2011 - 02/18/2016

PFS INVESTMENTS INC. (DULUTH GA)

GA

10/18/2010 - 04/28/2011

TD AMERITRADE, INC. (ATLANTA GA)

GA

04/04/2006 - 05/06/2009

FSC SECURITIES CORPORATION (ATLANTA GA)

GA

11/29/2004 - 12/31/2005

ENTERPRISE FUND DISTRIBUTORS, INC. (ATLANTA GA)

NY

09/23/2003 - 10/22/2004

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

05/09/2002 - 08/26/2003

QUICK & REILLY, INC. (NEW YORK NY)

NJ

08/14/2000 - 05/24/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

02/09/1999 - 08/14/2000

J.C. BRADFORD & CO. (NEW YORK NY)

NY

01/29/1998 - 02/04/1999

SALOMON SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/16/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/19/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/27/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Morgan Doyle.
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