Bradley Goldbach
Investment adviser representative at Primerica Advisors
14 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
14 years in the industry.
- XaiJul 2025 to now
- Pfs Investments Inc.Nov 2011 to now
- Primerica Financial ServicesApr 2011 to now
- Lightstream Marketing AgencyFeb 2025 to Jul 2025
- Scale AiOct 2023 to Oct 2024
- James T. Meyer, Inc.Oct 2016 to Feb 2020
- Pearson EducationOct 2015 to Feb 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5995908
- Firm CRD
- 10111