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William Thornton Moody

PFS Investments Inc.

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About William Thornton Moody

William Thornton Moody is a financial advisor based in UNIVERSITY PLACE, WA, working with PFS Investments Inc. since August 12, 2011. William Moody has been in the industry since March 19, 1986, and holds a Series 63, 65, and 26 licenses. William Moody has a strong focus on providing portfolio management for individuals. PFS Investments Inc. is a firm that offers a wide range of investment services, including financial planning, portfolio management, and insurance products. William Moody and PFS Investments Inc. manage over $8.4 billion in assets, and their clients are primarily high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

Firm Information

William Moody 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 Moody’s Registration & Firm History

WA

08/12/2011 - Present

PFS Investments Inc. (UNIVERSITY PLACE WA)

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Licenses & Designations

IA

Issued 06/07/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/21/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/12/1989

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1986

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 Thornton Moody.
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