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Lashanda Ross

Investment adviser representative at Primerica Advisors
25 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

25 years in the industry.

  1. Pfs Investments Inc.Oct 2021 to now
  2. Primerica Financial ServicesDec 2020 to now
  3. National Association of RealtorsMay 2014 to now
  4. Miami-dade Corrections & RehabilitationApr 2001 to Jun 2025

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2024

State registrations

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

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
7448213
Firm CRD
10111
Advisor's SEC record (opens in a new tab)
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