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Detailed Report
Gera Beth Mann
Gera Beth Geeslin
CRD#: 7624998
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 500 PALM VALLEY BLVD
ROUND ROCK, TX 78664
Registration History
JulOct2023AprJulOct2024AprJulOct2025AprJulOct2026IAPRIMERICA ADVISORS (CRD# 10111)2024 - Present (1 year)BPFS INVESTMENTS INC. (CRD# 10111)2023 - Present (1 year)
License(s)

State Registrations

B
Texas 10/26/2023
IA
Texas 3/26/2024

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)
500 PALM VALLEY BLVD, ROUND ROCK, TX 78664
Registered with this firm since 3/26/2024
B
PFS INVESTMENTS INC. (CRD#:10111)
500 PALM VALLEY BLVD, ROUND ROCK, TX 78664
Registered with this firm since 6/27/2023
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.