Adina Marie Lavoie

Primerica Advisors

17 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Primerica Advisors

Compensation

Fee-Only (AUM)

Firm Size

3529 advisors

Number of Clients

54,384 clients

Average Client Portfolio

$205K average

Assets Under Management

$11.2B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

2147 Priest Bridge Dr, Ste 1-D, Crofton, MD, 21114

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History

Regulatory History (1)

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Customer Dispute

February 2011

Settled

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Other Business Activities

Adina sells investment-related products for companies affiliated with PFS Investments Inc. She also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Additionally, Adina is a consultant for Pourkys LLC, spending a few hours per week on this activity.

Employment History

Current Registrations

Primerica Advisors

May 2016 - Present · 9 yrs 9 mos

PFS Investments INC.

October 2008 - Present · 17 yrs 4 mos

PFS Investments INC.Broker

October 2008 - Present · 17 yrs 4 mos

State Registrations13 states

ALCTDEFLGAINMAMDNCNHSCTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.