Felicia Nicole Cota
Investment Adviser Representative at Primerica Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Felicia Nicole Cota is an investment adviser representative with Primerica Advisors in Tucson, AZ, where they have been registered since 2023. They have worked in the securities industry since 2021. They have passed 3 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PFS Investments IncSep 2017 – Sep 2018Tucson, AZ
- Primerica Financial ServicesMar 2016 – no end date reportedTucson, AZ
- Tucson Federal Credit UnionOct 2012 – Apr 2017Tucson, AZ
- Hughes Federal Credit UnionSep 2017 – Feb 2018Tucson, AZ
- PFS Investments Inc.Jun 2020 – no end date reportedTucson, AZ
- USAA Federal Savings BANKMar 2018 – Sep 2019Phoenix, AL
- DisysSep 2019 – Jul 2020Tempe, AZ
- Vision WorksAug 2020 – Sep 2020Phoenix, AZ
- Michael Stuck CPASep 2020 – Jan 2021Scottsdale, AZ
- Soloway Designs ArchitectureAug 2021 – Jun 2022Tucson, AZ
- PrimericaApr 2024 – no end date reportedDuluth, 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
Client types the firm serves
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 profileOther advisors at Primerica Advisors
Showing 12 of 3,904 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Felicia Nicole Cota 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.
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