RD
RD
Regina Doby
8 Years of Experience
Lawrenceville, GA
9 DisclosuresBroker
Regina Doby is a registered investment advisor at Primerica Advisors, based in Lawrenceville, GA, with 8 years of industry experience. Regina is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Lawrenceville, GA
Get directionsHistory
Regulatory History (9)
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Financial
March 2026Final
Financial
January 2026Pending
Financial
July 2025Pending
Financial
April 2025Pending
Financial
February 2025Final
Financial
December 2024Pending
Financial
September 2022Final
Financial
February 2020Final
Financial
October 2018Final
Employment History
Current Registrations
Primerica Advisors
June 2026 - Present · 4 mos
PFS Investments INC.
May 2018 - Present · 8 yrs 5 mos
PFS Investments INC.Broker
May 2018 - Present · 8 yrs 5 mos
State Registrations24 states
ALARCAFLGAIAILKYLAMDMOMSNCNENJNYOKPASCTNTXVAWAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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