Melveen Mun yan Stevenson
Investment adviser representative at Primerica Advisors
14 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
14 years in the industry.
- California State University Dominguez HillsAug 2024 to now
- Pfs Investments Inc.Oct 2021 to now
- Primerica Financial ServicesAug 2021 to now
- California State University Dominguez HillsJan 2023 to May 2023
- Rolla Health and Rehabilitation (srz Management/reach Ltc)Oct 2021 to Oct 2024
- Wayfair, Inc.Dec 2020 to Aug 2021
- U.S. Census BureauAug 2020 to Oct 2020
- Freelance, ConsultingMar 2017 to Sep 2021
- Land O'lakes, Inc.Jul 2012 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7459506
- Firm CRD
- 10111