Darlene Doty, financial advisor Lewisburg PA

Darlene Doty

CRD Number: 4024503
Current Firm: Primerica Advisors

Darlene Doty (CRD# 4024503) is an Investment Advisor Representative working at Primerica Advisors in Lewisburg, PA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Lewisburg, PA Aug 1999 - Current 24
Primerica Financial Services Lewisburg, PA Feb 1999 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1999
S65 NASAA Investment Advisors Law Examination Feb 2013
Contact Info for Darlene F. Doty
Phone Number: 833-786-0550
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
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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