Limone Cassin Morales
Investment adviser representative at Primerica Advisors
16 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
16 years in the industry.
- Whole Foods MarketJul 2026 to now
- Springhill SuitesJan 2025 to now
- Belk Department StoreOct 2024 to now
- Pfs Investments Inc.May 2020 to now
- Primerica Financial ServicesOct 2019 to now
- Wal-martSep 2024 to Jan 2026
- Christian Care MinistryMar 2021 to Jun 2024
- Ross Dress for LessNov 2019 to Feb 2020
- Liberty National InsuranceJul 2019 to Nov 2019
- TargetOct 2018 to Jul 2019
- Memphis Athletic MinistriesMar 2010 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
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
- 7219828
- Firm CRD
- 10111