Unclaimed
Timothy Austin Trigg is an investment advisor representative at PFS Investments Inc. Timothy Trigg has been working in the financial services industry since 2011. Timothy Trigg is also registered with the state of Texas. Timothy Trigg holds a Series 7, Series 63 and Series 65 license. PFS Investments Inc. is a Registered Investment Advisor headquartered in Duluth, Georgia. PFS Investments Inc. has 3515 investment advisor representatives and manages approximately $8.4 billion in client assets.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
TX
04/28/2021 - Present
PFS Investments Inc. (SAN ANTONIO TX)
TX
05/09/2011 - 06/12/2020
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
IA
Issued 04/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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