Julie E Hagala
Investment adviser representative at Primerica Advisors
10 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Julie E Hagala? Claim your profile
Contact this firm
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.
- Scott DuttonSep 2024 to now
- Pfs Investments Inc.Aug 2024 to now
- Primerica Financial ServicesMay 2019 to now
- Student Transportation of AmericaJul 2023 to Aug 2024
- Ride GannonNov 2022 to Jul 2023
- Pfs Office of Cassandra SweattAug 2020 to Dec 2022
- Pfs Investments IncJun 2020 to Oct 2023
- Credit Adjustment IncOct 2016 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 7262528
- Firm CRD
- 10111