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Detailed Report
ROY ALAN LIPSON
CRD#: 2409048
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 235 NE 6TH AVE
UNIT E
DELRAY BEACH, FL 33483
Registration History
1995200020052010201520202025IAPRIMERICA ADVISORS (CRD# 10111)2021 - Present (3 years)BPFS INVESTMENTS INC. (CRD# 10111)1993 - Present (31 years)
License(s)

State Registrations

B
Arizona 12/12/1996
B
Illinois 4/27/2020
B
California 4/9/2003
B
Massachusetts 2/25/2021
B
Colorado 6/1/1998
B
Minnesota 1/19/2021
B
Connecticut 12/12/1996
B
New Jersey 10/4/1994
B
Florida 2/11/2002
B
New York 11/30/1993
IA
Florida 6/16/2021
B
South Carolina 1/3/2024
B
Georgia 1/8/2008

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)
235 NE 6TH AVE UNIT E, DELRAY BEACH, FL 33483
PALM BEACH, FL
Registered with this firm since 5/17/2021
B
PFS INVESTMENTS INC. (CRD#:10111)
235 NE 6TH AVE UNIT E, DELRAY BEACH, FL 33483
PALM BEACH, FL
Registered with this firm since 11/30/1993
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.