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Warren Douglas Reader

PFS Investments Inc.

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About Warren Douglas Reader

Warren Douglas Reader is a financial advisor who has been in the industry since October 1992. Warren is currently registered with PFS Investments Inc. Warren previously worked for WORLD GROUP SECURITIES, INC., AMERIPRISE FINANCIAL SERVICES, INC., and IDS LIFE INSURANCE COMPANY. Warren has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, the Investment Company Products/Variable Contracts Representative Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Warren is registered in California, Florida, Idaho, New York, Texas, and Utah. Warren has been a financial advisor for over 30 years and is committed to helping clients achieve their financial goals.

Firm Information

Warren Reader 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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Warren Reader’s Registration & Firm History

UT

10/22/2012 - Present

PFS Investments Inc. (WEST JORDAN UT)

UT

01/14/2008 - 02/13/2009

WORLD GROUP SECURITIES, INC. (OREM UT)

UT

12/12/1989 - 08/25/2006

AMERIPRISE FINANCIAL SERVICES, INC. (PROVO UT)

MN

12/12/1989 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 10/04/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/27/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

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

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Warren Douglas Reader.
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