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William Everett Todd

PFS Investments Inc.

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About William Everett Todd

William Everett Todd is a financial advisor who has been in the industry since March 23, 2009. William is registered as a Registered Representative (RA) and Investment Adviser Representative (IA) with PFS Investments Inc. William has passed the Series 6, 63, 65, and 26 exams. William is registered in six states: Arizona, California, Massachusetts, Oklahoma, and Texas. William has worked for various financial institutions in Houston, Texas, including Datacom Design Group, Primerica Financial Services, and PFS Investments Inc. William's primary focus is providing financial advice to individuals, high-net-worth individuals, charitable organizations, and corporations.

Firm Information

William Todd 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 Todd’s Registration & Firm History

TX

03/22/2012 - Present

PFS Investments Inc. (HOUSTON TX)

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Licenses & Designations

IA

Issued 02/07/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Everett Todd.
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