Toni Clark
Investment adviser representative at Primerica Advisors
28 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Toni Clark? 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
28 years in the industry.
- Intuit Inc.Dec 2024 to now
- Pfs Investments Inc.Nov 2022 to now
- Primerica Financial ServicesJun 1998 to now
- Tclark Tax ServiceApr 2022 to Sep 2022
- IntuitJan 2022 to Apr 2022
- MML Investors Services, LLCMar 2019 to Jan 2022
- Massmutual Life Insurance CompanyNov 2018 to Jan 2022
- Nylife Securities LLCDec 2016 to Mar 2019
- New York Life Insurance CoSep 2016 to Mar 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 3127406
- Firm CRD
- 10111