Stephanie Binter
Financial advisor at Primerica Advisors · York, PA
Last updated 2026-10-10
Claim your profileStephanie Binter is a financial advisor at Primerica Advisors in York, PA, CRD 7427347. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2026-09-11.
Registration
- CRD number
- 7427347
- Registration status
- Active
- IAPD registration
- 2026-09-11
- Industry Experience
- 0 years
- Work Experience
- 17 years
- States registered
- PA
Licenses and exams
- Series 65
- Series 63
Work history
- 2009-01 to 2023-01 · Pcbh · York, PA
- 2020-04 to Present · Primerica Financial Services · York, PA
- 2021-10 to Present · Pfs Investments Inc. · York, PA
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
Stephanie Binter is a financial advisor at Pfs Investments Inc., operating as Primerica Advisors in York, PA. Reported securities licenses include Series 65 and Series 63. The latest record indicates less than 1 year of industry experience and 17 years of reported work history. Reported roles include Primerica Financial Services, Pcbh.
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
4185 W Market St, York, PA 17408
14 advisors at this office.
Contact
The firm's filed contact details.
Official record
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