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Detailed Report
KEITH CHAPPELLE
CRD#: 1062104
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 407 N CEDAR RIDGE DR
STE 100
DUNCANVILLE, TX 75116
Registration History
198519901995200020052010201520202025IAPRIMERICA ADVISORS (CRD# 10111)2022 - Present (3 years)BPFS INVESTMENTS INC. (CRD# 10111)1982 - Present (42 years)
Disclosure(s)
View By:
9/20/2002
Customer Dispute
Settled
License(s)

State Registrations

B
Arkansas 6/27/2023
B
Massachusetts 8/10/2022
B
California 3/24/1984
B
Missouri 2/2/2015
B
Colorado 2/8/2022
B
Nebraska 1/14/2025
B
Florida 5/21/2021
B
New York 4/21/2009
B
Georgia 2/9/2001
B
North Carolina 10/10/2020
B
Illinois 3/25/2022
B
Oklahoma 5/5/2000
B
Iowa 8/26/1983
B
South Carolina 5/1/2024
B
Kansas 5/12/2023
B
Texas 1/23/2002
B
Kentucky 5/7/2024
IA
Texas 1/24/2022
B
Maryland 7/12/2024
B
Utah 5/6/2021

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
407 N CEDAR RIDGE DR STE 100, DUNCANVILLE, TX 75116
1432 DRIFTWOOD, CEDAR HILL, TX 75104-4132
Registered with this firm since 1/24/2022
B
PFS INVESTMENTS INC. (CRD#:10111)
407 N CEDAR RIDGE DR STE 100, DUNCANVILLE, TX 75116
1432 DRIFTWOOD, CEDAR HILL, TX 75104-4132
Registered with this firm since 9/9/1982
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.