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PRIMERICA ADVISORS
PFS INVESTMENTS INC.
CRD 10111 · SEC 801-72263
1 PRIMERICA PARKWAY, DULUTH, GA, 30099-0001, United States
Phone
833-786-0550
Fax
470-564-6222
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$15.54B
Discretionary AUM
$15.54B
Team
3992 total employees; 3959 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-20
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65489 | $12.21B |
| High net worth individuals | 2097 | $3.20B |
| Charitable organizations | 64 | $28.0M |
| Corporations/business entities | 166 | $90.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://landmark.primerica.com/public/landmark/
- https://newman.primerica.com/
- https://torchlight.primerica.com/
- https://www.diehlfinancialgroup.com/
- https://loefinancial.primerica.com/
- https://lashner.primerica.com/
- https://www.drakefg.com/
- https://digifinancialsolutions.com
- https://www.youtube.com/user/primerica
- https://www.instagram.com/primerica
- http://www.primerica.com
- https://www.facebook.com/Primerica/
- https://primerica.netxinvestor.com/
- https://x.com/primerica
- https://www.linkedin.com/company/primerica/
- https://bohannon.primerica.com/
- https://ehrfinancialgroup.primerica.com/
- https://primevision.primerica.com/public/primevision/
- https://cmjfinancialgroup.primerica.com/
Official SEC filing: View on IAPD