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Advisors / New York / Mexico
1yr

Paul David Myles

Financial advisor at Primerica Advisors

Mexico, NY 13114Fiduciary advisor
Call the officeDirections

At a glance

Experience1 years (since 2025)
How that compares ?1 years in the industry
Office3276 Main St. Suite A, Mexico, NY 13114
How the firm is paid ?Percent of assets
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.

Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination

Career

  1. Oct 2025 – now
    PFS Investments Inc.Current firm

Questions to ask Paul

Tailored to Paul’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Paul

How do I contact Paul?

Call Primerica Advisors at 833-786-0550 and ask for Paul David Myles. Paul works from the Mexico, NY office.

How long has Paul been a financial advisor?

Paul has been in the industry since 2025, about 1 years. 1 years in the industry.

What licenses does Paul hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Paul a fiduciary?

Paul is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Paul paid?

Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Paul for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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