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Nicole Pompa

Investment adviser representative at Primerica Advisors
13 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

13 years in the industry.

  1. Diehl Financial GroupMar 2025 to now
  2. Pfs Investments Inc.Feb 2019 to now
  3. Primerica Financial ServicesOct 2017 to now
  4. Pfs Investments Inc.Aug 2018 to Oct 2018
  5. Deacon Industrial Supply CompanyMay 2018 to Jun 2023
  6. Bethlehem Shared ServicesJun 2013 to Oct 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2019
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

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

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
6974543
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
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