Julian Correaestrada
Investment adviser representative at Primerica Advisors
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Pfs Investments Inc.Aug 2023 to now
- Pfs Inestments Inc.Aug 2023 to now
- Primerica Financial ServicesMay 2023 to now
- Coworx StaffingFeb 2015 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedApr 2018 to Aug 2022
- Bank of America, N.A.Apr 2018 to Feb 2022
- Wells Fargo Bank, N.A.Jan 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
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
- 7513005
- Firm CRD
- 10111