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Wilbur Hartley Woodside

PFS Investments Inc.

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About Wilbur Hartley Woodside

Wilbur Hartley Woodside is a financial professional with over 20 years of experience in the industry. Wilbur has a strong background in securities and investment products, holding Series 6, SIE, and Series 63 licenses. Wilbur is currently registered with PFS Investments Inc. in Florida and is also registered in Georgia and Texas. Wilbur’s primary area of focus is portfolio management for individuals, utilizing a comprehensive approach to help clients achieve their financial goals.

Firm Information

Wilbur Woodside 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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Wilbur Woodside’s Registration & Firm History

FL

11/29/2000 - Present

PFS Investments Inc. (MIAMI FL)

GA

01/04/1996 - 10/13/1999

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 09/06/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wilbur Hartley Woodside.
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