Tyler Smith
Investment adviser representative at Primerica Advisors
14 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Tyler Smith? 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
14 years in the industry.
- Pfs Investments Inc.Jul 2026 to now
- Fastpak SystemsMay 2026 to now
- Primerica Financial ServicesJul 2022 to now
- Fisher InvestmentsSep 2025 to Apr 2026
- Pfs Investments Inc.Sep 2022 to Aug 2025
- Goss Rv, Inc.Jun 2022 to Aug 2025
- Charles Schwab & Co., Inc.Oct 2021 to Jun 2022
- Charles Schwab Bank, N.A.Oct 2021 to May 2022
- Ecovest CapitalAug 2020 to Oct 2021
- International Assets Advisory, LLCAug 2020 to Oct 2021
- Orchard Securities, LLCJul 2019 to Aug 2020
- Cottonwood ResidentialJul 2019 to Jul 2020
- UnemployedApr 2019 to Jul 2019
- Howard Capital ManagementOct 2018 to Apr 2019
- Franklin Square Holdings, LPJan 2012 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 4652166
- Firm CRD
- 10111