Shivam Patel
Investment adviser representative at Primerica Advisors
10 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Shivam Patel? 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.
- Pfs Investments Inc.Aug 2021 to now
- Primerica Financial ServicesMay 2019 to now
- Ohio State UniversityJan 2018 to May 2020
- Rule 3Sep 2017 to Mar 2018
- Jets PizzaMay 2017 to May 2019
- Kent State UniversityAug 2016 to Dec 2017
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
- 7426426
- Firm CRD
- 10111