Trenten Daniel Leonard
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.Mar 2026 to now
- Integrity MovingOct 2025 to now
- Primerica Financial ServicesApr 2021 to now
- Corrales Electric Inc.Oct 2023 to Aug 2025
- AmazonSep 2021 to Sep 2023
- Corrales Electric Inc.Dec 2019 to Aug 2021
- Cici's PizzaOct 2019 to Dec 2019
- Delancey Street MoversAug 2018 to Sep 2019
- Bj's BreweryJan 2018 to May 2018
- UnemployedAug 2017 to Dec 2017
- MondelezMay 2017 to Jul 2017
- StarbucksSep 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- 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
- 8233182
- Firm CRD
- 10111