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Detailed Report
Katrina Elissa Hatter
Katrina Hatter
CRD#: 7837404
IA
Investment Adviser
B
Broker
PRIMERICA ADVISORSCRD#: 10111 721 NEVADA ST
STE 301
REDLANDS, CA 92373
Registration History
2023AprJulOct2024AprJulOct2025AprJulOct2026IAPRIMERICA ADVISORS (CRD# 10111)2024 - Present (<1 year)BPFS INVESTMENTS INC. (CRD# 10111)2023 - Present (1 year)
License(s)

State Registrations

B
Arizona 3/8/2024
IA
California 7/23/2024
B
California 1/24/2024

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)
721 NEVADA ST STE 301, REDLANDS, CA 92373
Registered with this firm since 7/23/2024
B
PFS INVESTMENTS INC. (CRD#:10111)
721 NEVADA ST STE 301, REDLANDS, CA 92373
Registered with this firm since 12/5/2023
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.