Erik N Golub
Investment adviser representative at Primerica Advisors
12 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Erik N Golub? Claim your profile
Contact this firm
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
12 years in the industry.
- Pfs Investments Inc.Aug 2025 to now
- Primerica Financial ServicesApr 2025 to now
- UnemployedDec 2023 to now
- PaychexJul 2023 to Nov 2023
- UnemployedMay 2023 to Jun 2023
- Advanta IraDec 2022 to Apr 2023
- UnemployedOct 2022 to Nov 2022
- Millennium Trust CompanyJun 2022 to Sep 2022
- UnemployedApr 2020 to May 2022
- Ira Services Trust CompanyMar 2014 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 2683692
- Firm CRD
- 10111