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David Boyers

Investment adviser representative at Primerica Advisors
11 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

11 years in the industry.

  1. Pfs Investments Inc.Aug 2025 to now
  2. Primerica Financial ServicesFeb 2021 to now
  3. Park Avenue Securities LLCNov 2024 to Aug 2025
  4. Nylife Securities LLCMar 2024 to Apr 2025
  5. Victory Capital Services, Inc.Jul 2022 to Aug 2023
  6. Pfs Investments Inc.May 2022 to Nov 2022
  7. UnemployedSep 2020 to Feb 2021
  8. TD Ameritrade, Inc.Aug 2020 to Sep 2020
  9. UnemployedJun 2020 to Aug 2020
  10. Victory Capital Services, Inc.May 2020 to Jun 2020
  11. Sequent Planning, LLCMar 2020 to Mar 2020
  12. Farmers Financial SolutionsApr 2015 to May 2020
  13. Farmers Insurance GroupMar 2015 to May 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law1995
  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (TX).

Primerica Advisors

Legal name: Pfs Investments Inc.

$15.5BAssets managed
67,816Clients
4,004Advisers
15 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2491950
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
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