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Wendell Franklin Fant

PFS Investments Inc.

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About Wendell Franklin Fant

Wendell Franklin Fant is a financial professional with over 20 years of experience in the industry. Fant is currently registered with PFS Investments Inc., where they have been employed since March 2012. Prior to that, Fant was registered with Southeast Investments, N.C., Inc. and TIAA-CREF Individual & Institutional Services, LLC. Fant is a Series 6, Series 26 and Series 63 licensed professional. Fant provides portfolio management services to individuals.

Firm Information

Wendell Fant 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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Wendell Fant’s Registration & Firm History

NC

03/14/2012 - Present

PFS Investments Inc. (CORNELIUS NC)

NC

03/13/2009 - 01/19/2010

SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)

NC

10/11/2007 - 12/24/2008

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)

NC

10/13/2003 - 10/09/2007

SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)

CA

05/01/2000 - 09/30/2002

CENTAURUS FINANCIAL, INC. (ANAHEIM CA)

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Licenses & Designations

BC

Issued 07/14/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/19/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wendell Franklin Fant.
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