Yvena Pouilh, financial advisor Ocala FL

Yvena Pouilh

CRD Number: 4775689
Current Firm: Primerica Advisors

Yvena Pouilh (CRD# 4775689) is an Investment Advisor Representative working at Primerica Advisors in Ocala, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Abbott Rapid Diagnostic North America Orlando, FL Dec 2022 - Current 1
Wells Pharmacy Network Ocala, FL Jun 2019 - Current 4
Pfs Investments Inc. Ocala, FL Mar 2004 - Current 20
Primerica Financial Services Ocala, FL Sep 2000 - Current 23
Ppd King Of Prussia, PA Feb 2013 - Dec 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Yvena Pouilh
Phone Number: 833-786-0550
Firm Website: http://www.primerica.com
Registered State(s):
  • FL
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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