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Kevin Scanlon

Investment adviser representative at Primerica Advisors
19 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

19 years in the industry.

  1. Pfs Investments Inc.May 2020 to now
  2. Primerica Financial ServicesDec 2019 to now
  3. Clark CountyJan 2019 to now
  4. Precision OpinionFeb 2018 to Nov 2018
  5. Henderson LibrariesFeb 2007 to Jan 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

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

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
7044186
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
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