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Vanessa Brentley Williams

PFS Investments Inc.

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About Vanessa Brentley Williams

Vanessa Brentley Williams has over 25 years of experience in the financial services industry. Vanessa is currently registered as an Investment Advisor Representative with PFS Investments Inc. Previously, Vanessa was registered with AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, Copeland Equities, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Vanessa has passed several securities exams including the Series 63, Series 65, Series 7, Series 24 and Series 53.

Firm Information

Vanessa Williams 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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Vanessa Williams’s Registration & Firm History

GA

08/22/2011 - Present

PFS Investments Inc. (DULUTH GA)

NY

12/15/1998 - 03/05/2004

AXA ADVISORS, LLC (NEW YORK NY)

NY

12/15/1998 - 01/05/2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

NJ

03/12/1996 - 03/08/1997

COPELAND EQUITIES, INC. (SOMERSET NJ)

MN

07/20/1994 - 12/13/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/20/1994 - 12/13/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 08/02/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/01/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 02/05/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vanessa Brentley Williams.
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