Allison Haslam

Financial advisor at Primerica Advisors

Last updated 2026-10-10

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Allison Haslam is a financial advisor at Primerica Advisors, CRD 5196106. Licenses and exams on the registration: Series 63. IAPD registration began 2021-08-03.

Registration

CRD number
5196106
Registration status
Active
IAPD registration
2021-08-03
Industry Experience
5 years
Work Experience
20 years
States registered
NY

Licenses and exams

  • Series 63

Work history

  • 2006-08 to Present · Pfs Investments Inc. · Syracuse, NY
  • 2006-05 to Present · Primerica Financial Services · Syracuse, NY

Current employment

SEC IAPD record for Allison Haslam

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

Allison Haslam is a financial advisor at Pfs Investments Inc., operating as Primerica Advisors. Reported securities licenses include Series 63. The latest record indicates 5 years of industry experience and 20 years of reported work history. Reported roles include Primerica Financial Services.

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

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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