Best Investors
Account
Sign in
1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-24 |
| NE | RA | APPROVED | 2014-01-03 |
Branch Locations
3701 O St Ste 104, Lincoln, NE 68510 • United States
Lincoln, NE • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Lincoln | NE | 03/1983 | Present |
| Primerica Financial Services | Lincoln | NE | 03/1982 | Present |
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. Marcia Young & Associates, LLC, Investment Related, 3701 O St. Ste B-3 Lincoln NE 68510, Nature of Business, Primerica Business Purposes, Position/Title: Owner, Start Date : 9/20/19 to Present, 260 of hours per month, 100 of hours per month during securities trading hours, Legal entity formed solely for Primerica business purposes Center Sphere, Not Investment Related, 1901 PROSPECT ST, Lincoln, NE 68502, Nature: Networking Group, Position: President, start date: 07/2022 to Present, 6 hours per month, 6 hours during securities trading hours, added to U4 since annual fees $300 waived while rep is president.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-21 |
Reach out to this advisor