Matthew C White
Investment adviser representative at Primerica Advisors
26 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
26 years in the industry.
- Great Oaks Career CampusesJul 2024 to now
- Miami University RegionalsAug 2019 to now
- Pfs Investments Inc.Aug 2018 to now
- Primerica Financial ServicesApr 2017 to now
- Mt Healthy City SchoolsAug 2017 to Jul 2024
- Southwest Ohio Council of GovernmentsFeb 2017 to Aug 2017
- UnemployedJan 2017 to Feb 2017
- Jenzabar, Inc.Nov 2014 to Jan 2017
- Pampered ChefMar 2000 to Dec 2017
Exams passed
No exams in this record.
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
- 4827046
- Firm CRD
- 10111