Brian Robert Rose
Financial advisor at Primerica Advisors · Portage, MI
Last updated 2026-10-10
Claim your profileBrian Robert Rose is a financial advisor at Primerica Advisors in Portage, MI, CRD 1922423. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2025-01-27.
Registration
- CRD number
- 1922423
- Registration status
- Active
- IAPD registration
- 2025-01-27
- Industry Experience
- 1 year
- Work Experience
- 37 years
- States registered
- MI, TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2010-09 to Present · University of Michigan · Ann Arbor, MI
- 2014-07 to 2017-09 · First United Methodist Church · Northville, MI
- 1989-01 to Present · Primerica Financial Services · Portage, MI
- 1989-01 to Present · Pfs Investments Inc · Portage, MI
- 2017-09 to Present · Reinforcement Inc. · Livonia, MI
- 2020-09 to 2022-04 · Ferguson Plumbing · Ann Arbor, MI
- 2024-11 to Present · Watermark Building & Custom Carpentry · Whitmore Lake, MI
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
Brian Robert Rose is a financial advisor at Pfs Investments Inc., operating as Primerica Advisors in Portage, MI. Reported securities licenses include Series 63 and Series 65. The latest record indicates 1 year of industry experience and 37 years of reported work history. Reported roles include Watermark Building & Custom Carpentry, Reinforcement Inc., University of Michigan, Primerica Financial Services, among others.
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
950 Trade Centre Way, Portage, MI 49002
7 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Brian Robert Rose?
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