Request Information

About investing with PFS Group

Your Information and Interests

Please provide your information in the form below, and one of our representatives will contact you with any information you request. Once you discuss your needs with our team and we are confident that our objectives are in alignment, we'll send you the required forms to open an account, as well as instructions on how to fund it.

Items marked with an '*' require a response.

Contact Information
Potential Investment
Account Type(s) You're Interested In*
Investment Objective(s) You're Interested In*

PLEASE NOTE: We are required to be registered to do business as a broker/dealer in your state before we can open an account for you. Citizens or residents of countries outside the U.S. may be prohibited from opening accounts due to U.S. Anti-Money Laundering policies, our clearing firm's internal policies, or their own country's policies that restrict investment in their country of citizenship/residence. By completing and submitting this form, you certify that we are registered to do business in your state of legal residence, and that you and your country of legal residence are not subject to the U.S. Department of the Treasury Office of Foreign Assets Control sanctions.

Investment Advisory Services offered through Puplava Financial Services, Inc., Registered Investment Advisor. Securities offered through Puplava Securities, Inc., Member FINRA/SIPC. Accounts are carried by National Financial Services, LLC, member NYSE/SIPC. Puplava Securities, Inc. is a wholly owned subsidiary of Puplava Financial Services, Inc.


If you are interested in opening an account, please complete our Invest with Us inquiry form or call us directly at (888) 486-3939 or (858) 487-3939.

Three companies sharing the same vision
At PFS Group, we are committed to helping you build, maintain, and preserve your wealth