Robert Lee Sheppard

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Portfolio management

Experience

35 years in the industry.

1. Grayson BmwJul 2026 to now
2. Pfs Investments Inc.Apr 2026 to now
3. Primerica Financial ServicesApr 2026 to now
4. The Mortgage LinkMar 2026 to now
5. Amres Mortgage BankersSep 2025 to Mar 2026
6. Total MediaJun 2025 to Sep 2025
7. The Leaders Group, Inc.Jan 2025 to Mar 2026
8. Amres Mortgage BankersJan 2025 to Jun 2025
9. Pfs Investments Inc.May 2024 to Jan 2025
10. Tony Bates FordMar 2024 to Jun 2025
11. Ameritas Advisory Services, LLCFeb 2024 to May 2024
12. Stan Mcnabb Chrysler Dodge Jeep RamSep 2023 to Mar 2024
13. Ameritas Investment Company, LLCFeb 2023 to May 2024
14. Ameritas Life Insurance CompanyFeb 2023 to May 2024
15. Mt Juliet CdjrJan 2023 to May 2023
16. Pfs Investments Inc.Aug 2022 to Feb 2023
17. Msi Financial Group LLCApr 2022 to Jul 2022
18. Freedom Warranty CompanyOct 2021 to May 2023
19. Amerita Life Ins CoAug 2021 to Jul 2022
20. Ameritas Investment CoAug 2021 to Jun 2022
21. BbvaDec 2019 to Aug 2021
22. PrimericaJul 2012 to Aug 2021
23. Primerica Financial ServicesJun 2012 to May 2024
24. Msi Insurance LLCSep 1991 to Jul 2022
25. Pfs Investments Inc.Sep 1991 to Aug 2021
26. Private Financial SolutionsSep 1991 to Aug 2021

Exams passed

• Series 63 · Uniform Securities Agent State Law2021
• Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 1 state (TN).

Primerica Advisors

Legal name: Pfs Investments Inc.

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD

5552411

Firm CRD

10111