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Joseph H Savage

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.

  1. Primerica LifeAug 2019 to now
  2. Pfs Investments Inc.Jun 2014 to now
  3. Primerica Financial ServicesNov 2011 to now
  4. Anautics, IncApr 2020 to Dec 2025
  5. Af Reserve CommandOct 2012 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2016

State registrations

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

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
6137036
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
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