Yvonne Christine Lopez
Investment adviser representative at Primerica Advisors
15 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
15 years in the industry.
- Pfs Investments Inc.Nov 2011 to now
- Primerica Financial ServicesDec 2008 to now
- Department of Social and Health ServicesFeb 2004 to now
- Seiu Healthcare 775nwFeb 2004 to now
- UberJul 2015 to Mar 2020
- Fantasy Casino Dealing ServiceFeb 2015 to Nov 2019
- Peoples Retirement CommunityFeb 2009 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 5994439
- Firm CRD
- 10111