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William Milton House

PFS Investments Inc.

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About William Milton House

William Milton House is a financial advisor with over 20 years of experience in the industry. William has a strong track record of success and is dedicated to providing his clients with personalized financial advice. William is currently registered with PFS Investments Inc. William has a Series 6, Series 26, Series 63, and SIE license. William holds the Series 6 license which allows him to sell mutual funds and variable annuities, Series 26 for supervision of Series 6 Representatives, Series 63 for a license in the state of California and SIE license to help him be compliant with the regulations set in place for financial advisors. William is committed to providing his clients with the highest level of service and helping them achieve their financial goals.

Firm Information

William House 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 House’s Registration & Firm History

CA

06/27/2008 - Present

PFS Investments Inc. (OAKLAND CA)

CA

02/16/2005 - 06/28/2006

AMERITAS INVESTMENT CORP. (SAN FRANCISCO CA)

GA

12/13/1994 - 06/15/2004

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 11/01/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/13/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/12/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 15 public disclosures for William Milton House. Review regulatory record here.
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