Matthew Everett Friesner
Investment adviser representative at Primerica Advisors
13 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Matthew Everett Friesner? 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
13 years in the industry.
- Pfs Investments Inc.Sep 2023 to now
- Primerica Financial ServicesJun 2023 to now
- EnfocusJun 2023 to Aug 2023
- Butler UniversityAug 2022 to May 2024
- Welch Packaging Inc.Jun 2021 to Nov 2022
- Bunker Shelving LLC.Jan 2021 to Mar 2025
- Essenhaus Inc.Jun 2019 to Apr 2021
- Northridge High SchoolAug 2018 to May 2022
- Forks County Line StoresMay 2018 to Aug 2018
- Middlebury Community SchoolsAug 2013 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 7803561
- Firm CRD
- 10111