AS
AS

Adan Santos

19 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
3529 advisors
Number of Clients
54,384 clients
Average Client Portfolio
$205K average
Assets Under Management
$11.2B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

9631 Alondra Blvd, Ste 205, Bellflower, CA, 90706

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Adan sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Additionally, Adan is a self-employed author, dedicating about 10% of his time to this activity.

Employment History
Current Registrations
Primerica Advisors
January 2024 - Present · 2 yrs 1 mo
PFS Investments INC.Broker
April 2006 - Present · 19 yrs 10 mos
State Registrations4 states
CATXUTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.