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Dulcie Andrea Docherty-corletto

Investment adviser representative at Primerica Advisors
20 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

20 years in the industry.

  1. Pfs Investments Inc.Jun 2015 to now
  2. Primerica Financial ServicesFeb 2006 to now
  3. Bo EnterprisesJul 2018 to Mar 2020
  4. Automobiles; Brake TestingSep 2017 to Nov 2017
  5. US Census BureauMay 2016 to Feb 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

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

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
6169819
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
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