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Detailed Report
DANA HARTWELL DEER
CRD#: 7281938
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 2310 PARKLAKE DR
SUITE 400-C
ATLANTA, GA 30345
Registration History
202120222023202420252026IAPRIMERICA ADVISORS (CRD# 10111)2024 - Present (<1 year)BPFS INVESTMENTS INC. (CRD# 10111)2021 - Present (3 years)
License(s)

State Registrations

B
California 9/12/2023
IA
Georgia 9/25/2024
B
Florida 8/9/2023
B
Louisiana 6/15/2022
B
Georgia 5/25/2022
B
Missouri 7/7/2023

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)
2310 PARKLAKE DR SUITE 400-C, ATLANTA, GA 30345
Registered with this firm since 9/25/2024
B
PFS INVESTMENTS INC. (CRD#:10111)
2310 PARKLAKE DR SUITE 400-C, ATLANTA, GA 30345
Registered with this firm since 11/5/2021
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.