Ismael Rojo
Investment adviser representative at Primerica Advisors
11 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
11 years in the industry.
- SbcusdDec 2024 to now
- Pfs Investments Inc.Apr 2023 to now
- Thrive AcademicsSep 2022 to now
- Primerica Financial ServicesDec 2021 to now
- WalmartOct 2023 to Dec 2023
- At&tOct 2023 to Oct 2023
- Farmer BoysMar 2022 to Sep 2022
- Farmer BoysJul 2020 to Nov 2021
- Middle College High SchoolAug 2018 to May 2021
- San Bernardino Valley CollegeAug 2018 to May 2021
- San Gorgonio High SchoolAug 2017 to May 2018
- Richardson Prep Hi Middle SchoolAug 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7717656
- Firm CRD
- 10111