Alfred De la o
Investment adviser representative at Primerica Advisors
19 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Alfred De la o? 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
19 years in the industry.
- Pfs Investments Inc.Jul 2013 to now
- Pfs Invesments Inc.Jan 2008 to now
- Primerica Financial ServicesMar 2007 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5455834
- Firm CRD
- 10111