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Tyler Smith

PFS Investments Inc.

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About Tyler Smith

Tyler Smith is a financial advisor with PFS Investments Inc., a company based in Duluth, GA. Tyler has been working in the financial services industry since 2003 and has a strong track record of success. Tyler is licensed in Georgia and holds Series 63, 65, 7, and SIE licenses. Tyler's previous experience includes working for Charles Schwab & Co., Inc. in Atlanta, GA, and International Assets Advisory, LLC in Orlando, FL. Tyler is committed to providing personalized financial advice and helping clients reach their financial goals.

Firm Information

Tyler Smith 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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Tyler Smith’s Registration & Firm History

GA

10/19/2022 - Present

PFS Investments Inc. (WATKINSVILLE GA)

GA

12/03/2021 - 07/03/2022

CHARLES SCHWAB & CO., INC. (Atlanta GA)

FL

08/27/2020 - 10/25/2021

INTERNATIONAL ASSETS ADVISORY, LLC (ORLANDO FL)

UT

07/31/2019 - 08/10/2020

ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)

PA

01/25/2012 - 10/09/2018

FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)

GA

04/29/2003 - 01/20/2012

WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)

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Licenses & Designations

IA

Issued 05/20/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tyler Smith.
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