Caleb Avery Garcia
Investment adviser representative at Primerica Advisors
15 yearsExperience
1 stateRegistered in
$15.5BFirm assets
15 yearsFirm in business
Are you Caleb Avery Garcia? 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
15 years in the industry.
- Pfs Investments Inc.Jun 2025 to now
- Town and Country SurfNov 2024 to now
- Primerica Financial ServicesJul 2024 to now
- Pai HonoluluSep 2024 to Oct 2024
- UnemployedMay 2024 to Sep 2024
- Hanalani SchoolsAug 2018 to May 2024
- Pearlridge ElementaryAug 2011 to Aug 2018
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 (HI).
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
- 8112660
- Firm CRD
- 10111