Nathaniel Davis
Financial advisor at Primerica Advisors · Fort Valley, GA
Last updated 2026-10-10
Claim your profileNathaniel Davis is a financial advisor at Primerica Advisors in Fort Valley, GA, CRD 3117133. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2018-08-30.
Registration
- CRD number
- 3117133
- Registration status
- Active
- IAPD registration
- 2018-08-30
- Industry Experience
- 8 years
- Work Experience
- 40 years
- States registered
- GA
Licenses and exams
- Series 63
- Series 65
Work history
- 1986-08 to Present · The Word of God Deliverance Church · Lakeland, GA
- 1997-12 to Present · Primerica Financial Services · Fort Valley, GA
- 1998-08 to Present · Pfs Investments Inc. · Fort Valley, GA
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
Nathaniel Davis is a financial advisor at Pfs Investments Inc., operating as Primerica Advisors in Fort Valley, GA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 8 years of industry experience and 40 years of reported work history. Reported roles include Primerica Financial Services, The Word of God Deliverance Church.
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
904 Knoxville Street, Fort Valley, GA 31030
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
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