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Andrea Deepe

Investment adviser representative at Primerica Advisors
9 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

9 years in the industry.

  1. Trufit Athletic ClubJul 2018 to now
  2. Pfs Investments Inc.Dec 2016 to now
  3. Primerica Financial ServicesFeb 2016 to now
  4. Gold's Gym LovelandJan 2009 to now
  5. Bj's Brewhouse & RestaurantApr 2018 to Aug 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2017

State registrations

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

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
6730767
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
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