Unclaimed Profile

Stacey K Geer

PFS INVESTMENTS INC.·DULUTH, Georgia

PFS INVESTMENTS INC.

1 PRIMERICA PARKWAY, DULUTH, GA 30099-0001CRD# 6113725Firm CRD# 10111

Profile Verification

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

Identity

Stacey K Geer · DULUTH, GA

Registration

CRD #6113725 · PFS INVESTMENTS INC.

Brand Profile

Not yet started

Disclosure history

8 disclosures on file · See FINRA BrokerCheck for full record

About

Stacey K Geer is a registered financial advisor based in DULUTH, Georgia, affiliated with PFS INVESTMENTS INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

PFS INVESTMENTS INC.

PRIMERICA ADVISORS

AUM

$8.5B

Regulatory assets under management

Employees

3590

Total firm employees

View all advisors at PFS INVESTMENTS INC. →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6113725

Firm CRD# 10111

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stacey K Geer offer?

Stacey K Geer specializes in Investment Management, Fee-Only Advisory. Contact their office in DULUTH, Georgia for a consultation.

What are Stacey K Geer's credentials?

Stacey K Geer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stacey K Geer located?

Stacey K Geer is based in DULUTH, Georgia, working with PFS INVESTMENTS INC.. Their office serves clients in the DULUTH metropolitan area and surrounding communities.

How does Stacey K Geer charge for services?

Stacey K Geer'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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