Alan David Kanitz
Financial advisor at Primerica Advisors · Corona, CA
Last updated 2026-10-10
Claim your profileAlan David Kanitz is a financial advisor at Primerica Advisors in Corona, CA, CRD 5585682. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2013-05-20.
Registration
- CRD number
- 5585682
- Registration status
- Active
- IAPD registration
- 2013-05-20
- Industry Experience
- 13 years
- Work Experience
- 36 years
- States registered
- CA
Licenses and exams
- Series 63
- Series 65
Work history
- 2008-08 to Present · Pfs Investments Inc · Corona, CA
- 2008-03 to Present · Primerica Financial Services · Corona, CA
- 1990-06 to Present · Alan Wrench · Riveraside, CA
- 2017-10 to Present · Coburn Equipment Rentals · Chino, CA
- 2018-02 to Present · Herman Weissker · Riverside, CA
Current employment
- Pfs Investments Inc. · Duluth, GA
Primerica Advisors
- Regulatory AUM
- $15,536,099,534
- Registered advisors
- 3,984
- Offices
- 2,532
- Clients per advisor
- 17.0 (Low)
- Average AUM per client
- $229.1K (Low)
- High-net-worth client ratio
- 3.1% (Low)
Primerica Advisors: advisors, services and reported ETF investments
About
Alan David Kanitz is a financial advisor at Pfs Investments Inc., operating as Primerica Advisors in Corona, CA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 13 years of industry experience and 36 years of reported work history. Reported roles include Herman Weissker, Coburn Equipment Rentals, Primerica Financial Services, Alan Wrench.
SEC disclosures list additional business and community activities: Sales Of Investment-Related Products; Part-Time Or Full-Time: 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.
Primerica Advisors' firm-level Form ADV reports 3,984 advisors across 2,532 offices; approximately 17.0 clients per advisor, average assets per client of $229,092, and regulatory AUM of $15.5B; client categories including Individuals (non-HNW), High net worth individuals, Charitable organizations, Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses.
What this firm offers
Filed by Primerica Advisors on Form ADV.
Client services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
255 E Rincon St, Corona, CA 92879
9 advisors at this office.
Contact
The firm's filed contact details.
Official record
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