Anthony Roosevelt Maxwell

CRD 1827833 · Primerica Advisors · Duluth, GA

IA RegisteredBroker

Also appears in the source record as: Tony Maxwell

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (8): Series 52TOSIESeries 7Series 53Series 4Series 24Series 65Series 63
Registered states (17): Arkansas · California · Colorado · Georgia · Illinois · Indiana · Kansas · Louisiana · Maine · Massachusetts · Mississippi · Montana · Texas · Utah · Washington · Wisconsin · Wyoming
Years in the industry (source record): 36
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Primerica Advisors
Firm CRD: 10111
SEC number: 801-72263
Assets under management: $15.5B as of Mar 20, 2026
Website: www.youtube.com/user/primerica ↗
Phone: 833-786-0550
Firm location: Duluth, GA, 30099-0001

Employment history (11)

From the source registration record · current first

Primerica AdvisorsCurrent
Duluth, GA · IA capacity

Aug 22, 2011 → present
Pfs Investments Inc.Current
Duluth, GA · BC capacity

Jul 31, 2003 → present
Suntrust Securities, Inc.
Atlanta, GA · IA capacity

Feb 19, 2003 → Jul 15, 2003
Alexander Key Investments
Atlanta, GA · IA capacity

Jun 12, 2002 → Jul 15, 2003
Suntrust Securities, Inc.
Atlanta, GA · BC capacity

May 7, 2002 → Jul 15, 2003
Suntrust Capital Markets, Inc.
Atlanta, GA · BC capacity

Mar 21, 2000 → Jul 15, 2003
Fsc Securities Corporation
Atlanta, GA · BC capacity

Feb 2, 1999 → Mar 13, 2000
Wachovia Brokerage Service
Winston Salem, NC · BC capacity

Jul 8, 1997 → Jan 19, 1999
The Dreyfus Service Corporation
New York, NY · BC capacity

Nov 26, 1990 → Apr 9, 1997
Allegiance Securities, Inc.
BC capacity

Mar 31, 1989 → Jun 21, 1989
Investors Center, Inc.
BC capacity

Sep 20, 1988 → Mar 10, 1989

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 1827833 ↗ FINRA BrokerCheck record for CRD 1827833 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.