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Treka Dionne McMillian

PFS Investments Inc.

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About Treka Dionne McMillian

Treka McMillian is a registered representative with PFS Investments Inc. Treka has been in the financial industry since February 10, 2022. Treka is currently registered in Georgia, Minnesota, New Jersey, North Carolina, South Carolina, and Virginia.

Firm Information

Treka McMillian 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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Treka McMillian’s Registration & Firm History

NC

02/11/2022 - Present

PFS Investments Inc. (GREENSBORO NC)

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Licenses & Designations

BC

Issued 04/09/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/11/2022

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

BC

Issued 07/01/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Treka Dionne McMillian. Review regulatory record here.
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