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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Insurance
    • -Life Insurance
    • -Annuities

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
PFS Investments Inc 4 years, 5 months Jun 2013 - Present
Success Academy Charter Schools 4 years, 4 months Apr 2012 - Aug 2016
Primerica Financial Services 5 years, 9 months Feb 2012 - Present
Kumon North America 3 years, 5 months Aug 2008 - Jan 2012
Kaplan Test Preparation 1 year, 5 months Jan 2008 - Jun 2009
Score Educational Center 2 years, 2 months May 2006 - Jul 2008

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Marie Wedderburn

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 15, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Mar 15, 2017
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