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Nichole Rae Adams

Investment adviser representative at Primerica Advisors
17 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

17 years in the industry.

  1. Pfs Investments Inc.Aug 2012 to now
  2. Primerica Financial ServicesApr 2005 to now
  3. Northern Wyoming Mental Health Center, Inc.May 2018 to Aug 2022
  4. Vacutech, LLC.Nov 2017 to May 2018
  5. City of SheridanJun 2012 to Nov 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2013

State registrations

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

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
6101632
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
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