Cetera Investment Advisers
39yrs
Top advisor by experience in Lindale
11yrs
Based in Lindale, Texas, Michelle Alstat is a fiduciary financial advisor with 11 years of industry experience. Michelle joined Primerica Advisors in 2016, a firm offering investment management. The firm is paid through a percentage of assets.
One of 13 advisors with offices in Lindale, and one of 11 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office1414 S Main St Suite B-8, Lindale, TX 75771
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
Contact Michelle
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Michelle. 1414 S Main St Suite B-8Lindale, TX 75771Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Michelle
Tailored to Michelle’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 Michelle
How do I contact Michelle?
Call Primerica Advisors at (833) 786-0550 and ask for Michelle Alstat. Michelle works from the Lindale, TX office.
How long has Michelle been a financial advisor?
Michelle has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Michelle hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michelle a fiduciary?
Michelle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michelle paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Michelle 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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