Ralph A Lenzi
Investment adviser representative at Primerica Advisors
14 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Ralph A Lenzi? 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
14 years in the industry.
- Pfs Investments Inc.Jul 2022 to now
- Primerica Financial ServicesJul 2021 to now
- Club Champion GolfMar 2021 to Aug 2024
- UnemployedNov 2020 to Mar 2021
- Savini''sAug 2020 to Nov 2020
- Booster Enterprises IncJun 2012 to May 2020
- Anthony''s Coal Fired PizzaJun 2012 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
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
- 7581589
- Firm CRD
- 10111