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Mark Vincent Minns

Investment adviser representative at Primerica Advisors
36 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

36 years in the industry.

  1. Westfield InsuranceAug 2022 to now
  2. Pfs Investments Inc.Aug 1998 to now
  3. Primerica Financial ServicesJan 1998 to now
  4. Sterling IncDec 1990 to Jan 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser Law2011

State registrations

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

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
3126008
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
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