Rafael Brito, financial advisor Methuen MA

Rafael Brito

CRD Number: 5026310
Current Firm: Primerica Advisors

Rafael Brito (CRD# 5026310) is an Investment Advisor Representative working at Primerica Advisors in Methuen, MA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Methuen, MA Sep 2017 - Current 3
Primerica Financial Services Methuen, MA Oct 2004 - Current 16
Ywca Of Greater Lawrence Lawrence, MA Sep 2002 - Current 18
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Adep Salem, NH Jun 2016 - Sep 2016 < 1
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Cedar's Ward Hill, MA Aug 2013 - May 2015 1
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Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2017
S65 NASAA Investment Advisors Law Examination May 2019
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Rafael Brito
Phone Number: 800-544-5445
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    4,076
    MILLIONS
  • Total Number of Accounts
    34,469
    ACCOUNTS
  • Average Account Value
    $118,260
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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