Patricia P Salvo

CRD 3138613 · Primerica Advisors · Houston, TX

IA RegisteredBroker

Also appears in the source record as: Patricia Phillips; Maria Patricia Salvo

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 6Series 66
Registered states (1): Texas
Years in the industry (source record): 25
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 (9)

From the source registration record · current first

Primerica AdvisorsCurrent
Houston, TX · IA capacity

start not retrieved → present
Pfs Investments Inc.Current
Houston, TX · BC capacity

start not retrieved → present
Ims Securities, Inc.
Houston, TX · BC capacity

Sep 24, 2003 → Jul 14, 2006
Ims Securities, Inc.Dba Ims Financial Advisors, Inc
Houston, TX · IA capacity

Sep 24, 2003 → Dec 31, 2004
State Farm Vp Management Corp.
Bloomington, IL · BC capacity

Feb 10, 2003 → Jul 31, 2003
Usallianz Securities, Inc.
Minneapolis, MN · BC capacity

Jun 26, 2002 → Oct 14, 2002
Linsco/Private Ledger Corp.
Houston, TX · IA capacity

Jul 17, 2001 → Jun 25, 2002
Linsco/Private Ledger Corp.
Fort Mill, SC · BC capacity

Jul 17, 2001 → Jun 25, 2002
1st Global Capital Corp.
Dallas, TX · BC capacity

Nov 25, 1998 → Jul 26, 2001

Source & corrections

Where this page comes from

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