Derrick Span

Financial advisor at Primerica Advisors · Schererville, IN

Last updated 2026-10-10

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Derrick Span is a financial advisor at Primerica Advisors in Schererville, IN, CRD 7911982. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2025-04-23.

Registration

CRD number
7911982
Registration status
Active
IAPD registration
2025-04-23
Industry Experience
1 year
Work Experience
11 years
States registered
IN

Licenses and exams

  • Series 65
  • Series 63

Work history

  • 2023-05 to Present · Primerica Financial Services · Schererville, IN
  • 2024-06 to Present · Pfs Investments Inc. · Schererville, IN
  • 2021-06 to Present · Pro-Tec Tile · St. John, IN
  • 2020-04 to 2021-06 · Protestant Reformed Christian School · Dyer, IN
  • 2020-01 to 2020-03 · Blue Jay Industries · Lacombe
  • 2015-09 to 2020-03 · Wolbert Dairy · Lacombe
  • 2018-06 to 2018-08 · Span Builders · Lacombe
  • 2018-09 to 2019-12 · University of Alberta · Edmonton
  • 2016-09 to 2018-08 · Red Deer College · Red Deer
  • 2016-01 to 2020-03 · Primerica Financial Services · Red Deer

Current employment

SEC IAPD record for Derrick Span

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

Derrick Span is a financial advisor at Pfs Investments Inc., operating as Primerica Advisors in Schererville, IN. Reported securities licenses include Series 65 and Series 63. The latest record indicates 1 year of industry experience and 11 years of reported work history.

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, and 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

833 W Lincoln Hwy, Schererville, IN 46375

1 advisor at this office.

Primerica Advisors office in Schererville, IN

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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