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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Insurance
    • -Life Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses
    • -Businesses or Institutional Clients

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
PFS Investments Inc. 5 years, 9 months Sep 2012 - Present
Primerica Financial Services 5 years, 10 months Aug 2012 - Present
Stevenson High School 2 years, 9 months Sep 2007 - Jun 2010
Corporation Clean 5 years, 7 months Jan 2007 - Aug 2012
Davis Junior High School 3 years Sep 2004 - Sep 2007

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Maurice Hart

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    May 4, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Primerica Advisors

Last updated on July 5, 2017
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets