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William Sam Stewart

PFS Investments Inc.

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About William Sam Stewart

William Sam Stewart is a financial advisor in LUBBOCK, TX. William has been working in the financial industry since 1978. William is registered as an Investment Advisor Representative of PFS Investments Inc. in Texas. PFS Investments Inc. provides investment advisory services to individuals, corporations and charitable organizations. William has passed several industry exams, including the Series 65, Series 63, Series 26, Series 6TO, and SIE. William is also registered as a Registered Representative of PFS Investments Inc. in 26 states.

Firm Information

William Stewart 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 Stewart’s Registration & Firm History

TX

08/25/2011 - Present

PFS Investments Inc. (LUBBOCK TX)

NA

11/06/1978 - 07/07/1981

WESTAMERICA FINANCIAL CORPORATION

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Licenses & Designations

IA

Issued 06/10/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/07/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/02/1985

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/06/1978

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Sam Stewart.
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