Nathan Paul Daniel
Investment adviser representative at Primerica Advisors
21 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
21 years in the industry.
- Pfs Investments Inc.Dec 2023 to now
- Primerica Financial ServicesAug 2020 to now
- Thrivent FinancialJun 2022 to Nov 2023
- Thrivent Investment Management Inc.Apr 2022 to Nov 2023
- Senior Life Insurance CompanyJul 2020 to Aug 2020
- Senior Life Insurance Company of TexasApr 2020 to Aug 2020
- Senior Life Insurance CompanyJan 2020 to Mar 2020
- Sparks GlobalJul 2019 to Jul 2019
- American Income LifeMar 2019 to Mar 2019
- D&d Media GroupMar 2019 to Mar 2019
- Melting Clock GamesDec 2016 to Oct 2018
- Daniel Media LLCJan 2016 to Apr 2022
- PrimericaAug 2010 to Dec 2021
- Self-employedMay 2005 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7415840
- Firm CRD
- 10111