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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Managed Mobility 5 years, 1 month Oct 2013 - Present
PFS Investments Inc 5 years, 4 months Jul 2013 - Present
Securus Services 11 months Nov 2012 - Oct 2013
Primerica Financial Services 7 years, 8 months Mar 2011 - Present
State Farm, Peggy Massey 2 years, 6 months Aug 2008 - Feb 2011
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Lorraine Shernette Martin?
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Designations & Memberships

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Articles and 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
    Sep 24, 2018
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
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      Total Assets Under Advisement
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      Accounts
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      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

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