Marfina Peralta Alfonso, financial advisor Gurnee IL

Marfina Peralta Alfonso

CRD Number: 6979935
Current Firm: Primerica Advisors

Marfina Peralta Alfonso (CRD# 6979935) is an Investment Advisor Representative working at Primerica Advisors in Gurnee, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Gurnee, IL Feb 2019 - Current 3
Primerica Financial Services Gurnee, IL May 2018 - Current 4
Spectrum Home Health Care Chicago, IL May 2018 - Jun 2020 2
Soul Care Services Des Plaines, IL May 2019 - Jan 2020 < 1
New Visions Home Health Chicago, IL Jan 2011 - Feb 2019 8
Advocate At Home Lake Zurich, IL Jul 2018 - Jan 2019 < 1
Care Solutions Home Health Crystal Lake, IL Apr 2018 - Jan 2019 < 1
Pfsi Investments Inc. Chicago, IL Aug 2018 - Dec 2018 < 1
Nurses And Caregiver, Inc. St. Charles, IL Feb 2016 - Aug 2016 < 1
Global Home Healthcare Chicago, IL Jan 2015 - Feb 2016 1
Hcn Home Healthcare Chicago, IL Dec 2010 - Dec 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2019
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Marfina M. Peralta Alfonso
Phone Number: 800-544-5445
Firm Website: http://www.primerica.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    7,114
    MILLIONS
  • Total Number of Accounts
    49,061
    ACCOUNTS
  • Average Account Value
    $145,001
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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