Patricia Ramirez Mcgurn

Employer firm

Pfs Investments Inc. CRD 10111

$15.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1995 → Present
  Primerica Financial Services
  San Antonio, TX
• 02/1998 → Present
  Pfs Investments Inc.
  San Antonio, TX
• 03/2021 → Present
  R-Mcgurn & Assoc. Inc
  San Antonio, TX

Other Businesses

Sales of investment-related products; part-time or full-time, for companies affiliated with PFS Investments Inc. I may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related services. --Ramirez, McGurn & Associates, LLC - Investment Related - San Antonio, TX - Partner - 12/2014 to Present - 160 hours per month (120 hours per month during securities trading hours) - legal entity formed solely for Primerica business purposes R-McGurn & Assoc, Inc President,12042 Blanco Road Suite 330 San Antonio,TX 78216,Spends 1 Hours Per Month On Outside Business,( Spends 0 Hours During Securities Trading Hours)

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-03
• S63 Uniform Securities Agent State Law Examination
  1997-07-02

Other Names

• Patricia Dej Ramirez
• Patricia Gurrola
• Patricia Ramirezmcgurn
• Patricia Ramirez-Mgurn
• Patricia Ramirez-Mcgurn
• Patricia Mcgurn