Carla Buxa, financial advisor Santa Fe NM

Carla Buxa

CRD Number: 4066135
Current Firm: Primerica Advisors

Carla Buxa (CRD# 4066135) is an Investment Advisor Representative working at Primerica Advisors in Santa Fe, NM and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
St.brigid Catholic Church Xenia, OH Sep 2020 - Current 3
Pfs Investments, Inc. Fairborn, OH Oct 1999 - Current 24
Primerica Financial Services Fairborn, OH Oct 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2000
S65 NASAA Investment Advisors Law Examination May 2012
Contact Info for Carla M. Buxa
Phone Number: 833-786-0550
Registered State(s):
  • OH
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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