Marcus Patterson
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.
- Lehigh County AuthorityAug 2025 to now
- Pfs Investments Inc.Jul 2020 to now
- Blue GrillhouseJun 2020 to now
- Primerica Financial ServicesFeb 2019 to now
- UlineJun 2023 to Feb 2025
- UnemploymentMar 2020 to Jun 2020
- Wells FargoJun 2017 to May 2019
- Blue GrillhouseMay 2016 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7266266
- Firm CRD
- 10111