Primerica Advisors
Firm details
- Headquarters
- Duluth, Georgia
- CRD number
- 10111
- Registered since
- May 6, 2011
- Website
- www.primerica.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals78.62%
- HNWI20.62%
- Corporations / Businesses0.58%
- Charitable Organizations0.18%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Primerica Advisors operates as a corporation that functions primarily within the insurance broker-dealer channel while also offering advisory services. The firm is SEC-registered (since 2011) and positions its advisory practice around portfolio management for individuals and small businesses, charging fees as a percentage of assets under management. Its client base spans individual and family clients as well as institutional relationships. The organization is affiliated with broker-dealer and insurance company activities and reports being an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents2%
- Other1%
Owners & executives
3 of 28Wesley Holbert
Independent ContractorCRD 4476971
Daniel Woodring
EVP & Chief Compliance OfficerCRD 4028705
Jennifer Tapscott
Business CoordinatorCRD 6671670
Contacts
3 of 19300
Ryan Anderson
Financial Services RepresentativeCRD 5641788
Norman Kapp
SalesCRD 5642598
Azucena Hinojosa-diosdado
Regional Vice PresidentCRD 5644024
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 154Active vs passive
$4.4B in ETFs
90%
$3.9B
10%
$462M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MBS ETF (MBB) | BlackRock | Passive | Intermediate Government | $187M | 2,010,319 | 4.26% |
Location
Duluth, GA
Gwinnett
Location
Duluth, GA
Headquartered in Duluth, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Gwinnett
- Address
- 1 Primerica Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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