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PRIMERICA ADVISORS

PFS INVESTMENTS INC.

CRD 10111 · SEC 801-72263

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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

TypeClientsAUM
Individuals65489$12.21B
High net worth individuals2097$3.20B
Charitable organizations64$28.0M
Corporations/business entities166$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

Official SEC filing: View on IAPD