Frederick Mark Eldred
Investment adviser representative at Primerica Advisors
14 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
14 years in the industry.
- Pfs Investments Inc.Mar 2025 to now
- Primerica Financial ServicesDec 2024 to now
- Ryhtmem MetrixJul 2012 to now
- Edward JonesNov 2022 to Jan 2024
- Zoll MedicalMar 2020 to Oct 2022
- Cardiva MedicalApr 2018 to Feb 2020
- Alliance Family of CompaniesJan 2018 to Apr 2018
- Vital AccessMar 2017 to Aug 2018
- Argon MedicalOct 2016 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7238491
- Firm CRD
- 10111