• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
Doris Diana Guardiola
DORIS D DELGADO
CRD#: 7716820
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 12213 W BELL RD
SET 210
SURPRISE, AZ 85378
Registration History
Oct2023AprJulOct2024AprJulOct2025AprJulOct2026IAPRIMERICA ADVISORS (CRD# 10111)2024 - Present (<1 year)BPFS INVESTMENTS INC. (CRD# 10111)2023 - Present (1 year)
License(s)

State Registrations

B
Arizona 1/24/2024

B
New Mexico 2/29/2024

IA
Arizona 8/16/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
PRIMERICA ADVISORS (CRD#:10111)
12213 W BELL RD SET 210, SURPRISE, AZ 85378
Registered with this firm since 8/16/2024

B
PFS INVESTMENTS INC. (CRD#:10111)
12213 W BELL RD SET 210, SURPRISE, AZ 85378
Registered with this firm since 8/17/2023

For additional information about investment advisers or broker-dealers, please visit
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.