Ricardo Sanchez

CRD 2341541 · Primerica Advisors · Miami, FL

Broker

Also appears in the source record as: Richard Sanchez; Richardo Sanchez; Ricil Sanchez; Rick Sanchez

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Not registered in this capacity
Exams passed (5): Series 6TOSIESeries 7Series 26Series 63
Registered states (12): California · Colorado · Florida · Georgia · Illinois · New Jersey · New York · North Carolina · Ohio · South Carolina · Texas · Utah
Years in the industry (source record): 33
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2341541 contains one or more disclosure events as of Aug 20, 2026.

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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 (8)

From the source registration record · current first

Pfs Investments Inc.Current
Miami, FL · BC capacity

start not retrieved → present
Pfs Investments Inc.Current
Miami, FL · IA capacity

start not retrieved → present
Wm Financial Services, Inc.
Irvine, CA · BC capacity

Sep 10, 1998 → Jul 25, 2000
Nationsbanc Investments, Inc.
Boston, MA · BC capacity

Jan 1, 1998 → Oct 2, 1998
Nationssecurities
BC capacity

Oct 14, 1997 → Jan 1, 1998
First Union Brokerage Services, Inc.
Charlotte, NC · BC capacity

Aug 25, 1994 → Sep 18, 1997
Great Western Financial Securities Corporation
Northridge, CA · BC capacity

May 19, 1993 → Aug 23, 1994
Gkn Securities Corp.
New York, NY · BC capacity

May 11, 1993 → May 24, 1993

Source & corrections

Where this page comes from

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