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Travis Dion Cheatum

PFS Investments Inc.

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About Travis Dion Cheatum

Travis Dion Cheatum is a financial advisor with PFS Investments Inc. located in Riverside, California. Travis specializes in investment company products and variable contracts. Travis has been in the industry since December 12, 2021 and holds the Series 6TO and SIE licenses. PFS Investments Inc. is a financial advisory firm headquartered in Duluth, Georgia with over 3500 employees. The firm provides portfolio management services to individuals, high net worth individuals, corporations, and charitable organizations.

Firm Information

Travis Cheatum 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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Travis Cheatum’s Registration & Firm History

CA

12/13/2021 - Present

PFS Investments Inc. (RIVERSIDE CA)

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Licenses & Designations

BC

Issued 12/10/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/25/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Travis Dion Cheatum. Review regulatory record here.
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