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Peter G. Coutsouros

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CRD#: 3038039
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Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter George Coutsouros was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1998. Peter had worked at 10 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 10, 2015 - January 5, 2016

PFS INVESTMENTS INC.

BD
CRD#: 10111
NORTH PALM BEACH, FL
Past

January 26, 2012 - March 26, 2012

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
ORLANDO, FL
Past

January 3, 2012 - May 6, 2013

SCHWAB WEALTH ADVISORY, INC.

RIA
CRD#: 159035
ORLANDO, FL
Past

December 18, 2007 - December 31, 2011

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
ORLANDO, FL
Past

December 18, 2007 - May 6, 2013

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
ORLANDO, FL
Past

July 26, 2006 - December 4, 2007

CAPITAL ONE FINANCIAL ADVISORS LLC

RIA
CRD#: 127236
MELVILLE, NY
Past

April 4, 2006 - December 4, 2007

CAPITAL ONE INVESTMENT SERVICES LLC

BD
CRD#: 25658
BROOKLYN, NY
Past

July 18, 2005 - April 12, 2006

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

July 18, 2005 - April 12, 2006

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

October 1, 2002 - July 15, 2004

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX
Past

February 8, 2002 - March 28, 2002

HAPOALIM SECURITIES USA, INC.

BD
CRD#: 266
NEW YORK, NY
Past

October 27, 2000 - May 23, 2001

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

May 14, 1998 - September 12, 2000

BUCKMAN, BUCKMAN & REID, INC.

BD
CRD#: 23407
LITTLE SILVER, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PI
PFS INVESTMENTS INC.
BLUE MOUNTAIN FINANCIAL GROUP | TORCHLIGHT FINANCIAL GROUP | SWOPE FINANCIAL PARTNERS | SHEPPARD FINANCIAL GROUP | PRIMEVISION FINANCIAL GROUP | PRIMERICA ADVISORS | PFS INVESTMENTS INC. | NEWMAN FINANCIAL GROUP | LOE FINANICAL GROUP | LASHNER FINANCIAL GROUP | LANDMARK FINANCIAL GROUP | KELLER FINANCIAL ASSOCIATES | FIRST AMERICAN NATIONAL SECURITIES, INC. | E.H.R. FINANCIAL GROUP | DRAKE FINANCIAL GROUP | DIEHL FINANCIAL GROUP | DEEVERS AND SONS | CMJ FINANCIAL GROUP | CASTLEROCK FINANCIAL GROUP | BOHANNAN FINANCIAL

CRD#: 10111 / SEC#: 801-72263, 8-26486

RIA
Registered Investment Advisory firm - SEC (5/6/2011 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/14/2000
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/1/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/5/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/8/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/7/1999
General Securities Principal Examination

Current Firm

PI
PFS INVESTMENTS INC.
BLUE MOUNTAIN FINANCIAL GROUP | TORCHLIGHT FINANCIAL GROUP | SWOPE FINANCIAL PARTNERS | SHEPPARD FINANCIAL GROUP | PRIMEVISION FINANCIAL GROUP | PRIMERICA ADVISORS | PFS INVESTMENTS INC. | NEWMAN FINANCIAL GROUP | LOE FINANICAL GROUP | LASHNER FINANCIAL GROUP | LANDMARK FINANCIAL GROUP | KELLER FINANCIAL ASSOCIATES | FIRST AMERICAN NATIONAL SECURITIES, INC. | E.H.R. FINANCIAL GROUP | DRAKE FINANCIAL GROUP | DIEHL FINANCIAL GROUP | DEEVERS AND SONS | CMJ FINANCIAL GROUP | CASTLEROCK FINANCIAL GROUP | BOHANNAN FINANCIAL

CRD#: 10111 / SEC#: 801-72263, 8-26486

RIA
Registered Investment Advisory firm - SEC (5/6/2011 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
1 Primerica Parkway, Duluth, GA 30099-0001
Mailing Address
1 Primerica Parkway, Duluth, GA 30099-0001
Phone number
(770) 381-1000
Established
Georgia since 07/07/1981
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
3,762

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

PRIMERICA ADVISORS LIFETIME INVESTMENT PROGRAM (4/18/2025)

Direct owners and executive officers

NamePositionCRD#
PRIMERICA FINANCE CORPORATIONDIRECT OWNER
COLEY, DASIA DEBORAHVICE PRESIDENT AND CHIEF FINANCIAL OFFICER6760291
JENDUSA, NICHOLAS ADAMEXECUTIVE VICE PRESIDENT6037365
LESUTIS, MICHAELSENIOR VICE PRESIDENT & CHIEF COUNSEL4751250
MILLER, DEBORAH LYNNEXECUTIVE VICE PRESIDENT3036949
NEMETZ, WILLIAM JAMESDIRECTOR; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER4589878
REGARD, PAUL ETIENNEPRESIDENT, DIRECTOR AND CHIEF EXECUTIVE OFFICER2448671
RIVET, LORI ALLISONEXECUTIVE VICE PRESIDENT4496273
SUKIN, KAREN LYNNEXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL6292138
WEIGLE, BRIAN STEVENDIRECTOR AND EXECUTIVE VICE PRESIDENT4131816
WELLS, MICHAEL KURTEXECUTIVE VICE PRESIDENT & TREASURER5999501
WOODRING, DANIEL AARONEXECUTIVE VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER4028705

Regulatory assets under management

Total Number of Accounts70,434
AUM (Assets Under Management)$ 11,156,017,804

Disclosures

Regulatory Event22
Arbitration2
Bond2

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/14/2026
Cover Page
Report
01/26/2024
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PFS INVESTMENTS INC.

CRD#: 10111

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