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Yashdhar Harshad Vyas

PFS Investments Inc.

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About Yashdhar Harshad Vyas

Yashdhar Harshad Vyas is a financial advisor with PFS Investments Inc. based in Sugar Land, Texas. Yashdhar has been in the industry since 2001 and has a strong background in securities and investment company products. Yashdhar is registered to offer investment advisory services in the state of Texas. Prior to PFS Investments Inc., Yashdhar worked at several firms including LAIDLAW & COMPANY (UK) LTD., SANDS BROTHERS & CO., LTD., AXA ADVISORS, LLC and TD WATERHOUSE INVESTOR SERVICES, INC.

Firm Information

Yashdhar Vyas 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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Yashdhar Vyas’s Registration & Firm History

TX

03/01/2021 - Present

PFS Investments Inc. (SUGAR LAND TX)

NA

01/10/2005 - 06/01/2005

LAIDLAW & COMPANY (UK) LTD. (LONDON )

NY

08/23/2004 - 11/04/2004

SANDS BROTHERS & CO., LTD. (NEW YORK NY)

NY

05/26/2004 - 08/16/2004

AXA ADVISORS, LLC (NEW YORK NY)

NE

01/31/2001 - 04/30/2004

TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 06/19/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2021

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

BC

Issued 11/14/2019

SIE - Securities Industry Essentials Examination

BC

Issued 01/30/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yashdhar Harshad Vyas.
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