Tyler Smith

CRD 4652166 · Primerica Advisors · Watkinsville, GA

IA RegisteredBroker

Also appears in the source record as: Tyler D. Smith; Tyler David Smith; Tyler Smith

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 65Series 63
Registered states (1): Georgia
Years in the industry (source record): 21
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 (10)

From the source registration record · current first

Primerica AdvisorsCurrent
Watkinsville, GA · IA capacity

start not retrieved → present
Pfs Investments Inc.Current
Watkinsville, GA · BC capacity

start not retrieved → present
Fisher Investments
Alpharetta, GA · IA capacity

Sep 16, 2025 → Apr 23, 2026
Charles Schwab & Co., Inc.
Atlanta, GA · IA capacity

Dec 6, 2021 → Jul 3, 2022
Charles Schwab & Co., Inc.
Atlanta, GA · BC capacity

Dec 3, 2021 → Jul 3, 2022
International Assets Investment Management, LLC
Atlanta, GA · IA capacity

Sep 23, 2020 → Oct 25, 2021
International Assets Advisory, LLC
Orlando, FL · BC capacity

Aug 27, 2020 → Oct 25, 2021
Orchard Securities, LLC
Pleasant Grove, UT · BC capacity

Jul 31, 2019 → Aug 10, 2020
Fs Investment Solutions, LLC
Philadelphia, PA · BC capacity

Jan 25, 2012 → Oct 9, 2018
Wells Investment Securities,inc.
Norcross, GA · BC capacity

Apr 29, 2003 → Jan 20, 2012

Source & corrections

Where this page comes from

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