Primerica Advisors
42yrs
Top advisor by experience in Hellertown
6yrs
Richard Pratt
Financial advisor at Primerica Advisors
Richard Pratt is a fiduciary financial advisor in Hellertown, Pennsylvania, with 6 years in the industry. Richard joined Primerica Advisors in 2021, a firm offering investment management. Primerica Advisors reports being paid through a percentage of assets.
One of 14 advisors with offices in Hellertown, and one of 14 fiduciaries.
At a glance
Experience6 years (since 2021)
How that compares ?6 years in the industry
Office330 Linden Ave Suite 100-A, Hellertown, PA 18055
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
- 2021 – nowPFS Investments Inc.Current firm
Contact Richard
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Richard. 330 Linden Ave Suite 100-AHellertown, PA 18055Office · Get directions X (Twitter) pagePrimerica Advisors
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Questions to ask Richard
Tailored to Richard’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 Richard
How do I contact Richard?
Call Primerica Advisors at (833) 786-0550 and ask for Richard Pratt. Richard works from the Hellertown, PA office.
How long has Richard been a financial advisor?
Richard has been in the industry since 2021, about 6 years. 6 years in the industry.
What licenses does Richard hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Richard a fiduciary?
Richard is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Richard paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Richard 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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