Osaic Wealth
39yrs
Top advisor by experience in Chalfont
26yrs
Based in Chalfont, Pennsylvania, Keith Schwarz is a fiduciary financial advisor with 26 years of industry experience. Keith has been with Primerica Advisors since 2012. Primerica Advisors offers investment management and is paid through a percentage of assets.
One of 35 advisors with offices in Chalfont, and one of 35 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 23% by experience at Primerica Advisors
Office31 Oak Ave Suite 150d, Chalfont, PA 18914
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?2 states
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2012 – nowPFS Investments Inc.Current firm
Contact Keith
Local office(814) 900-5102Ask for Keith. (833) 786-0550Main office · Duluth, GA 31 Oak Ave Suite 150dChalfont, PA 18914Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Keith
Tailored to Keith’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Keith
How do I contact Keith?
Call Keith’s local office at (814) 900-5102 or the Primerica Advisors main office at (833) 786-0550, and ask for Keith Schwarz.
How long has Keith been a financial advisor?
Keith has been in the industry since 2000, about 26 years. Top 23% by experience at Primerica Advisors.
What licenses does Keith hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Keith a fiduciary?
Keith is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Keith paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Keith for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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