Sergio Cabral
Investment adviser representative at Primerica Advisors
25 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
25 years in the industry.
- Pfs Investments Inc.Apr 2019 to now
- Primerica Financial ServicesMar 2001 to now
- Pinnacle Estate Properties, Inc.Apr 2018 to Nov 2019
- Wg Group Real Estate Services, IncApr 2018 to Nov 2019
- A Team Realty, IncAug 2017 to Apr 2018
- Sync Brokerage, IncJul 2017 to Apr 2018
- JP Morgan Chase BankMar 2016 to Jul 2017
- JP Morgan Securities LLCMar 2016 to Jul 2017
- Miguel A Gonzalez and Sergio T CabralOct 2011 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6323440
- Firm CRD
- 10111