Michael Utz

CRD 452029 · Primerica Advisors · Altamonte Springs, FL

IA RegisteredBroker

Also appears in the source record as: Michael Robert Utz

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 22TOSeries 6TOSIESeries 1Series 26Series 65Series 63
Registered states (21): Alabama · Arizona · California · Colorado · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · Michigan · Mississippi · Missouri · Nevada · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas
Years in the industry (source record): 53
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 452029 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 (9)

From the source registration record · current first

Pfs Investments Inc.Current
Altamonte Springs, FL · BC capacity

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

start not retrieved → present
Primerica AdvisorsCurrent
Altamonte Springs, FL · IA capacity

start not retrieved → present
Investacorp, Inc.
BC capacity

Mar 10, 1981 → Jan 14, 1982
Westamerica Financial Corporation
BC capacity

Aug 16, 1979 → Jan 31, 1981
Investment Management & Research, Inc
BC capacity

Nov 24, 1975 → Sep 29, 1979
Travelers Equities Sales, Inc.
BC capacity

Sep 25, 1975 → Apr 18, 1976
First Park Equities, Inc.
BC capacity

Sep 16, 1975 → Oct 30, 1975
Waddell & Reed, Inc.
BC capacity

Aug 1, 1972 → Jun 14, 1975

Source & corrections

Where this page comes from

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