Bobbi Truax
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.
- Pfs Investments Inc.Oct 2024 to now
- Primerica Financial ServicesApr 2021 to now
- Caliber CollisionDec 2023 to Apr 2024
- PrimericaJan 2022 to Dec 2023
- Elevation FoodsJan 2022 to Jan 2022
- Caliber CollisionMay 2021 to Jan 2022
- Fresenius MedicalJul 2020 to May 2021
- Mary KayMay 2020 to Jul 2020
- Caliber CollisionSep 2019 to May 2020
- GeoconexApr 2015 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 7741786
- Firm CRD
- 10111