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Michelle Irene Ybarra

Investment adviser representative at Primerica Advisors
10 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

10 years in the industry.

  1. Pfs Investments Inc.Oct 2025 to now
  2. Primerica Financial ServicesSep 2024 to now
  3. Casey's GeneralJul 2022 to Jul 2025
  4. Contractor for Army National GuardMay 2020 to Jul 2022
  5. Select QuoteAug 2019 to May 2020
  6. Gwfs Equities, IncApr 2018 to Jul 2019
  7. Kansas Army National GuardJun 2016 to Mar 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2025
  • Series 65 · Uniform Investment Adviser Law2026

State registrations

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

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
5549321
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
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