Satish Chawla, financial advisor Fort Worth TX

Satish Chawla

CRD Number: 2251428
Current Firm: Primerica Advisors

Satish Chawla (CRD# 2251428) is an Investment Advisor Representative working at Primerica Advisors in Fort Worth, TX and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Fort Worth, TX May 1992 - Current 31
Primerica Financial Services Fort Worth, TX Aug 1991 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S65 NASAA Investment Advisors Law Examination Jan 2011
Contact Info for Satish Chawla
Phone Number: 833-786-0550
Registered State(s):
  • TX
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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