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William Andrew Groth

PFS Investments Inc.

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About William Andrew Groth

William Andrew Groth is a financial advisor with over 20 years of experience in the industry. He is currently registered with PFS Investments Inc. and holds the Series 7 and Series 63 licenses. William has a strong track record of providing comprehensive financial advice to a wide range of clients, including individuals, families, and corporations. He specializes in portfolio management and has a deep understanding of the financial markets. William previously worked for Citigroup Global Markets Inc., L.M. Kohn & Company, and Wells Fargo Advisors, LLC.

Firm Information

William Groth 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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William Groth’s Registration & Firm History

KY

04/03/2024 - Present

PFS Investments Inc. (FT WRIGHT KY)

KY

01/24/2018 - 06/05/2023

CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)

OH

01/13/2015 - 12/31/2016

L.M. KOHN & COMPANY (HAMILTON OH)

KY

07/31/2012 - 01/16/2013

WELLS FARGO ADVISORS, LLC (FORT MITCHELL KY)

OH

09/01/2011 - 08/01/2012

L.M. KOHN & COMPANY (CINCINNATI OH)

KY

11/06/2006 - 09/08/2009

FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)

OH

07/08/1999 - 08/25/2006

L.M. KOHN & COMPANY (HAMILTON OH)

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Licenses & Designations

BC

Issued 07/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Andrew Groth.
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