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PROFESSIONAL ADVISORY SERVICES INC

VERO BEACH, FL · CRD 105397 · IAPD ↗ · pa-services.com · 772-778-0552

$1.26BRegulatory AUM
9Advisory reps
13Employees
0Clients
51-100Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — PROFESSIONAL ADVISORY SERVICES INC notice-filed in LA, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — PROFESSIONAL ADVISORY SERVICES INC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
49
April 2025 — PROFESSIONAL ADVISORY SERVICES INC notice-filed in ID, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
69
April 2025 — PROFESSIONAL ADVISORY SERVICES INC reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
80
April 2025 — PROFESSIONAL ADVISORY SERVICES INC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.