Stephanie Wright
Financial advisor at Primerica Advisors · Jenkintown, PA
Last updated 2026-10-10
Claim your profileStephanie Wright is a financial advisor at Primerica Advisors in Jenkintown, PA, CRD 8040943. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2025-06-04.
Registration
- CRD number
- 8040943
- Registration status
- Active
- IAPD registration
- 2025-06-04
- Industry Experience
- 1 year
- Work Experience
- 20 years
- States registered
- PA
Licenses and exams
- Series 63
- Series 65
Work history
- 2025-02 to Present · Pfs Investments Inc. · Jenkintown, PA
- 2024-10 to Present · Primerica Financial Services · Jenkintown, PA
- 2022-01 to 2024-11 · Barbara Gisel Design, Ltd · Haverford, PA
- 2021-12 to 2021-12 · Xplora Search Group Inc · Blue Bell, PA
- 2021-10 to 2021-11 · Unemployed · Norristown, PA
- 2006-10 to 2021-09 · Kreischer Miller · Horsham, 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 Wright is a financial advisor at Pfs Investments Inc., operating as Primerica Advisors in Jenkintown, PA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 1 year of industry experience and 20 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
766 Old York Rd, Jenkintown, PA 19046
6 advisors at this office.
Contact
The firm's filed contact details.
Official record
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