Erin Kathleen Spalding
Investment adviser representative at Primerica Advisors
10 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
10 years in the industry.
- Pfs Investments Inc.Apr 2025 to now
- Primerica Financial ServicesMar 2025 to now
- Stay At Home MomSep 2024 to Mar 2025
- Ameriprise Financial Services, LLCJun 2020 to Aug 2024
- BNY MellonJun 2019 to May 2020
- Mcgill Library- Westminster CollegeJan 2019 to May 2019
- La Universidad De Pablo OlvideAug 2018 to Dec 2018
- Erie Insurance CompanyJun 2018 to Aug 2018
- Autosoft, IncDec 2017 to May 2018
- Mcgill Library- Westminster CollegeAug 2017 to Jan 2018
- Keich EnterprisesMay 2017 to Aug 2017
- Mcgill Library- Westminster CollegeAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7257320
- Firm CRD
- 10111