Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
20yrs
Michael Sofia is a fiduciary financial advisor in Houston, Texas, with 20 years in the industry. Michael joined Primerica Advisors in 2016, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 65% of advisors in Texas
Office11811 North Freeway Suite 544, Houston, TX 77060
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
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
- 2016 – nowPFS Investments Inc.Current firm
Questions to ask Michael
Tailored to Michael’s registration and firm.
- 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 Michael
How do I contact Michael?
Call Primerica Advisors at 833-786-0550 and ask for Michael Sofia. Michael works from the Houston, TX office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2007, about 20 years. More experience than 65% of advisors in Texas.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Michael 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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