Lyndah C Tello
Investment adviser representative at Primerica Advisors
21 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
21 years in the industry.
- Reina Consulting, Inc.Feb 2025 to now
- ScholarpathMar 2022 to now
- Pfs Investments Inc.Jun 2020 to now
- Primerica Financial ServicesMay 2005 to now
- SheetzAug 2024 to Jan 2025
- Ttp SolutionsSep 2021 to Sep 2021
- Wells Fargo Bank NAMar 2018 to Apr 2020
- Wells Fargo Clearing Services, LLC.Mar 2018 to Apr 2020
- Suntrust BankOct 2016 to Mar 2018
- Infinity Financial Scv.Dec 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6550113
- Firm CRD
- 10111