Primerica Advisors
Primerica Advisors (CRD# 10111) is a financial advisory firm headquartered in Duluth, GA. They manage $446,000,000 in 3,814 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management446MILLION
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Total Number of Accounts3,814ACCOUNTS
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Average Account Value$116,938
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Matthew Carver (CRD# 5508035) is an Investment Advisor Representative working at Primerica Advisors in Lakewood, CO and has over 5 years of experience in the finance industry.
Jesus Gonzalez (CRD# 4284928) is an Investment Advisor Representative working at Primerica Advisors in Anaheim, CA and has over 18 years of experience in the financial services industry.
Andrew Bass (CRD# 6097826) is an Investment Advisor Representative working at Primerica Advisors in Hinsdale, IL and has over 5 years of experience in the finance industry.
Kyle Loftin (CRD# 4261101) is an Investment Advisor Representative working at Primerica Advisors in Harker Heights, TX and has over 17 years of experience in the finance industry.
Jeffrey Michaels (CRD# 4654347) is an Investment Advisor Representative working at Primerica Advisors in Seminole, FL and has over 14 years of experience in the finance industry.
Mauricio Steinmann (CRD# 4511741) is an Investment Advisor Representative working at Primerica Advisors in Coral Springs, FL and has over 16 years of experience in the finance industry.
Sherwin Forde (CRD# 6152072) is an Investment Advisor Representative working at Primerica Advisors in Norristown, PA and has over 3 years of experience in the finance industry.
The objective is to build a long term relationship with every family, so that they are educated on how money works, become properly protected, debt free and ultimately financially independent!
It is hard to sometimes get the right signal with all the noise and so let's set up a time to chat, in person, and if you are on board with our approach and philosophy, then we can move forward, if not, then at least you'll be more educated than when you began the journey :)
