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1 Primerica Parkway, Duluth, GA 30099-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2011-08-01 |
Branch Locations
1066 Mather St Ste A, Green Bay, WI 54303 • United States
Green Bay, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Klc Associates | Greenbay | WI | 11/1979 | Present |
| Pfs Investments Inc. | Green Bay | WI | 02/1985 | Present |
| Primerica Financial Services | Green Bay | WI | 02/1991 | 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. KLC Associates Inc., Owner, Investment Related, 1066 Mather St Green Bay, WI 54303, Primerica Business Purposes, 6/2018 to Present, 160 hours per month (140 hours per month during securities trading hours), legal entity formed solely for Primerica business purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-21 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-23 |
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