Savannah Webb, financial advisor Quakertown PA

Savannah Webb

CRD Number: 7508928
Current Firm: Primerica Advisors

Savannah Webb (CRD# 7508928) is an Investment Advisor Representative working at Primerica Advisors in Quakertown, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Quakertown, PA Mar 2022 - Current 2
Ppl Electric Utilities Allentown, PA Jun 2020 - Current 3
Primerica Financial Services Quakertown, PA Mar 2020 - Current 4
Thomas Jefferson University Philadelphia, PA Aug 2016 - May 2020 3
Us Biodesign Quakertown, PA Jun 2019 - Aug 2019 < 1
Naval Research Enterprise Internship Program Philadelphia, PA Jun 2018 - Aug 2019 1
Temple University Philadelphia, PA Jul 2017 - Aug 2017 < 1
Unemployed Quakertown, PA Feb 2012 - Aug 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2022
S65 NASAA Investment Advisors Law Examination Mar 2024
Contact Info for Savannah Webb
Phone Number: 833-786-0550
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
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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