Daniel Defeo, financial advisor Foxboro MA

Daniel Defeo

CRD Number: 2337165
Current Firm: Primerica Advisors

Daniel Defeo (CRD# 2337165) is an Investment Advisor Representative working at Primerica Advisors in Foxboro, MA and has over 30 years of experience in the finance industry.

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Lido
Company Name Location Dates Years
Pfs Investments Inc. Foxboro, MA Feb 1993 - Current 31
Primerica Financial Services Foxboro, MA Oct 1992 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination Jun 2016
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel P. Defeo
Phone Number: 833-786-0550
Registered State(s):
  • MA
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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