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William Folkes

PFS Investments Inc.

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About William Folkes

William Folkes is a Registered Representative and Investment Advisor Representative with PFS Investments Inc. William has been working in the financial industry since 2012 and holds the Series 6, 63, 26 and 65 licenses. William provides portfolio management services to individual investors, including those considered high-net-worth. William also receives non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home-related services. William is registered with the state of Minnesota and other states.

Firm Information

William Folkes 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 Folkes’s Registration & Firm History

MN

12/10/2013 - Present

PFS Investments Inc. (ANOKA MN)

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Licenses & Designations

IA

Issued 03/19/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/17/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/07/2013

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2012

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 Folkes.
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