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Alana Michele Amela

Investment adviser representative at Primerica Advisors
7 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

7 years in the industry.

  1. Pfs Investments Inc.Apr 2024 to now
  2. PrimericaNov 2021 to now
  3. Pfs Investment Inc.Mar 2021 to now
  4. Primerica Financial ServicesJan 2020 to now
  5. CrunchMay 2022 to Feb 2023
  6. Yard HouseDec 2019 to Feb 2021
  7. California Pizza KitchenAug 2019 to Dec 2019
  8. NannyAug 2018 to May 2020
  9. College of the CanyonsApr 2018 to Aug 2018
  10. Yard HouseApr 2017 to Apr 2018
  11. ChevysJun 2016 to May 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2021
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
7334015
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
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