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Maria Elena Richards

Pfs Investments Inc.

Whittier, CA

CRD 7977424

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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:

Current Employers
Pfs Investments Inc.

1 Primerica Parkway, Duluth, GA 30099-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-02
  • CA RA
    APPROVED
    Since 2026-07-02

Branch Locations

12727 Philadelphia St Ste B, Whittier, CA 90601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Whittier CA 08/2023 Present
Homemaker Costa Mesa CA 10/2020 08/2023
San Diego Gamma Knife Center San Diego CA 01/2018 10/2020
Homemaker Costa Mesa CA 10/2016 01/2018
Self Employed Guadalajara, Jal 01/2014 10/2016
Pfs Investments Inc. Whittier CA 09/2024 Present
  • 08/2023 → Present
    Primerica Financial Services
    Whittier, CA
  • 10/2020 → 08/2023
    Homemaker
    Costa Mesa, CA
  • 01/2018 → 10/2020
    San Diego Gamma Knife Center
    San Diego, CA
  • 10/2016 → 01/2018
    Homemaker
    Costa Mesa, CA
  • 01/2014 → 10/2016
    Self Employed
    Guadalajara, Jal
  • 09/2024 → Present
    Whittier, CA
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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-05
S63 Uniform Securities Agent State Law Examination 2024-11-11
  • S65 Uniform Investment Adviser Law Examination
    2026-06-05
  • S63 Uniform Securities Agent State Law Examination
    2024-11-11
Other Names
  • Maria Elena Gudino Davila

View on SEC IAPD

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