Nicholas Martin
Investment adviser representative at Primerica Advisors
18 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Nicholas Martin? 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
18 years in the industry.
- Akron Public SchoolsFeb 2024 to now
- Mckeon Education GroupAug 2022 to now
- Main Prep AcademyAug 2021 to now
- Phalen Leadership AcademiesAug 2021 to now
- Pfs Investments Inc.Sep 2020 to now
- Primerica Financial ServicesSep 2019 to now
- Sylvan LearningOct 2008 to now
- Accel SchoolsNov 2018 to Jan 2021
- Performance AcademiesAug 2018 to Nov 2018
- Summit Academy ManagementJan 2015 to Jul 2018
Exams passed
No exams in this record.
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
- 7284380
- Firm CRD
- 10111