David Boyers
Financial advisor at Primerica Advisors · San Antonio, TX
Last updated 2026-10-10
Claim your profileDavid Boyers is a financial advisor at Primerica Advisors in San Antonio, TX, CRD 2491950. Licenses and exams on the registration: Series 63, Series 65, Series 66. IAPD registration began 1998-01-01.
Registration
- CRD number
- 2491950
- Registration status
- Active
- IAPD registration
- 1998-01-01
- Industry Experience
- 28 years
- Work Experience
- 11 years
- States registered
- TX
Licenses and exams
- Series 63
- Series 65
- Series 66
Work history
- 2015-03 to 2020-05 · Farmers Insurance Group · San Antonio, TX
- 2015-04 to 2020-05 · Farmers Financial Solutions · San Antonio, TX
- 2020-03 to 2020-03 · Sequent Planning, LLC · San Antonio, TX
- 2021-02 to Present · Primerica Financial Services · San Antonio, TX
- 2022-05 to 2022-11 · Pfs Investments Inc. · San Antonio, TX
- 2020-08 to 2020-09 · TD Ameritrade, Inc. · Fort Worth, TX
- 2020-09 to 2021-02 · Unemployed · San Antonio, TX
- 2022-07 to 2023-08 · Victory Capital Services, Inc. · San Antonio, TX
- 2020-05 to 2020-06 · Victory Capital Services, Inc. · San Antonio, TX
- 2020-06 to 2020-08 · Unemployed · San Antonio, TX
- 2025-08 to Present · Pfs Investments Inc. · San Antonio, TX
- 2024-11 to 2025-08 · Park Avenue Securities LLC · Austin, TX
- 2024-03 to 2025-04 · Nylife Securities LLC · New York, NY
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
David Boyers is a financial advisor at Pfs Investments Inc., operating as Primerica Advisors in San Antonio, TX. Reported securities licenses include Series 63 and Series 65 and Series 66. The latest record indicates 28 years of industry experience and 11 years of reported work history. Reported roles include Primerica Financial Services, Park Avenue Securities LLC, Nylife Securities LLC, Victory Capital Services, Inc., 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
4400 S Piedras Dr, San Antonio, TX 78228
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
Are you David Boyers?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.