Manuel Lopez
Investment adviser representative at Primerica Advisors
11 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
11 years in the industry.
- Pfs Investments Inc.Mar 2026 to now
- Primerica Financial ServicesFeb 2026 to now
- Southern New Hampshire UniversityMay 2025 to now
- UnemployedSep 2024 to May 2025
- State Farm Investment Management CorpMay 2024 to Sep 2024
- State Farm Vp Management Corp.May 2024 to Sep 2024
- Janet Romero Insurance AgencyApr 2024 to Sep 2024
- Jessica Alvarez Insurance AgencyApr 2024 to Sep 2024
- Clear LLCDec 2023 to Mar 2024
- UnemployedFeb 2023 to Dec 2023
- Fidelity InvestmentsDec 2021 to Jan 2023
- UnemployedSep 2021 to Dec 2021
- Mutual of AmericaJan 2021 to Aug 2021
- Equitable Advisors, LLCJun 2020 to Jan 2021
- AXA Advisors, LLCJan 2020 to Jun 2020
- Financial ElementsJan 2017 to Jan 2021
- Ce North AmericaMar 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7179335
- Firm CRD
- 10111