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Other Names: Carlos Arana, Carlos Martin Arana, Carlos Martin Gonzalez
Type: Registered Representative

Carlos Gonzalez is a financial professional at Primerica Advisors, a broker-dealer with over 17,400 registered representatives nationwide. Carlos has held an industry securities registration for 20 years and is subject to FINRA oversight.

BrightScope Advisor Metrics

Answers and Guides

0 Answers and 0 Financial Guides

Top Answers

Carlos Gonzalez has not answered any questions on Financial Q&A.

Top Guides

Carlos Gonzalez has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Firm Client Types

High Net Worth Individuals

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

Employer Years Dates
PFS Investments, Inc 22 years, 6 months Oct 1991 - Present
Primerica Financial Services 24 years, 7 months Sep 1989 - Present
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of , and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

License Status

No Disclosures Found

As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

Exam Series Passed Date
Investment Company Products/Variable Contracts Principal Examination Series 26 01/10/1995
Uniform Securities Agent State Law Examination Series 63 11/06/1991
Investment Company Products/Variable Contracts Representative Examination Series 6 10/31/1991

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets