Unclaimed Profile

Daniel Aaron Woodring

PFS INVESTMENTS INC.·DULUTH, Georgia

SIE, Series 6, Series 7, Series 14, Series 24, Series 26, Series 27, Series 52TO, Series 53, Series 63, Series 66, Series 99TOClean record25 years registeredPFS INVESTMENTS INC.

1 PRIMERICA PARKWAY, DULUTH, GA 30099-0001CRD# 4028705Firm CRD# 10111

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Aaron Woodring · DULUTH, GA

Registration

CRD #4028705 · PFS INVESTMENTS INC. · 25 years registered

Brand Profile

Not yet started

Career History

PRIMERICA ADVISORS

Oct 2011 – present

PFS INVESTMENTS INC.

Apr 2001 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 14

Series 24

Series 26

Series 27

Series 52TO

Series 53

Series 63

Series 66

Series 99TO

Registration record

First registered · April 4, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PFS INVESTMENTS INC.

CRD 10111 · SEC 801-72263

AUM

$8.5B

Regulatory assets under management

Employees

3,590

59,808 client accounts

Services offered by PFS INVESTMENTS INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PFS INVESTMENTS INC. →

Introduction

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Frequently Asked Questions

What services does Daniel Aaron Woodring offer?

Daniel Aaron Woodring specializes in Investment Management, Fee-Only Advisory. Contact their office in DULUTH, Georgia for a consultation.

What are Daniel Aaron Woodring's credentials?

Daniel Aaron Woodring is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Aaron Woodring located?

Daniel Aaron Woodring is based in DULUTH, Georgia, working with PFS INVESTMENTS INC.. Their office serves clients in the DULUTH metropolitan area and surrounding communities.

How does Daniel Aaron Woodring charge for services?

Daniel Aaron Woodring's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PFS INVESTMENTS INC.?

PFS INVESTMENTS INC. has approximately 3590 employees and manages $8.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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