Camry Desarae Perez
Investment adviser representative at Primerica Advisors
13 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
13 years in the industry.
- Pfs Investments Inc.Jan 2025 to now
- Open Skies Health CareMay 2024 to now
- Extra Space StorageJan 2024 to now
- Primerica Financial ServicesJun 2022 to now
- WalmartDec 2023 to Feb 2024
- Weck'sNov 2023 to May 2024
- Deluxe DesignSep 2023 to Nov 2023
- Paradise Mortgage & Investments LLCMar 2023 to Dec 2023
- Chili's Bar & GrillMay 2021 to Sep 2022
- UnemployedApr 2021 to May 2021
- Khoo & AssociatesMay 2019 to Aug 2019
- WecksAug 2016 to Feb 2017
- Sonic Drive-inNov 2013 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NM).
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
- 8024766
- Firm CRD
- 10111