Daniel J Carter
Investment adviser representative at Primerica Advisors
21 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Daniel J Carter? Claim your profile
Contact this firm
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.
- Pfs Investments Inc.Mar 2023 to now
- Primerica Financial ServicesJan 2023 to now
- Metaire Bank and TrustSep 2019 to now
- Zion Capital LLCMar 2021 to Dec 2021
- Fidelity BankMar 2019 to Aug 2019
- Daniel Carter, Sole ProprietorOct 2018 to Feb 2023
- Edward JonesJun 2018 to Mar 2019
- Fidelity BankAug 2005 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 6960806
- Firm CRD
- 10111