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Daniel Oved

Investment Adviser Representative at Primerica Advisors

Watkinsville, GACRD #8181789Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel Oved is an investment adviser representative with Primerica Advisors in Watkinsville, GA, where they have been registered since 2026. They have worked in the securities industry since 2025. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Georgia.

Office

1255 Champions Way, Suite 500
Watkinsville, GA 30677

Advisors at this office: 6

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia
Broker:
1 state or territory

Georgia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/4/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 12/27/2025
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/4/2025
SIE
Securities Industry Essentials Examination
Passed 10/14/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Primerica AdvisorsCurrent
3/23/2026 – Watkinsville, GA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. PFS Investments Inc.
    Nov 2025 – no end date reportedWatkinsville, GA
  2. Primerica Financial Services
    Sep 2025 – no end date reportedWatkinsville, GA
  3. Harris County HIGH School
    Aug 2018 – Aug 2022Hamilton, GA
  4. Harris County Middle School
    Aug 2016 – Aug 2018Hamilton, GA
  5. Columbus State University
    Aug 2022 – Aug 2024Columbus, GA
  6. University OF Georgia
    Aug 2024 – no end date reportedAthens, GA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Primerica Advisors

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$25,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
3,904
Offices listed on AdvisorFinder:
26
Main office:
Duluth, GA
SEC file number:
801-72263

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 8, 2026

View full firm profile

Other advisors at Primerica Advisors

Showing 12 of 3,904 in the directory

View Primerica Advisors firm profile

Similar advisors in Watkinsville, GA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel Oved has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Daniel Oved (Primerica Advisors) - Fees & Credentials