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Detailed Report
GERALD BRUCE BROWN
CRD#: 4841543
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 3031 TISCH WAY 110 PLAZA WEST
SUITE 1062-C
SAN JOSE, CA 95128
Registration History
200420062008201020122014201620182020202220242026IAPRIMERICA ADVISORS (CRD# 10111)2013 - Present (11 years)BPFS INVESTMENTS INC. (CRD# 10111)2004 - Present (20 years)
License(s)

State Registrations

B
Arizona 2/1/2017
IA
California 7/15/2013
B
California 9/6/2004
B
Virginia 12/2/2020

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)
3031 TISCH WAY 110 PLAZA WEST SUITE 1062-C, SAN JOSE, CA 95128
Registered with this firm since 7/15/2013
B
PFS INVESTMENTS INC. (CRD#:10111)
3031 TISCH WAY 110 PLAZA WEST SUITE 1062-C, SAN JOSE, CA 95128
Registered with this firm since 8/26/2004
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.