Primerica Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 2023
Total AUM
—
Advisory reps
65
Avg account
$0

Firm details

Headquarters
Duluth, Georgia
CRD number
322250
Registered since
April 4, 2023

Firm profile

FINTRX

Overview

Primerica Brokerage Services, Inc. is listed in FINTRX as a corporation that registered with the SEC in 2023. The firm is identified as a domestic entity/individual owner type and is categorized as unclassified in the FINTRX snapshot. The record indicates it is not a capital allocator and is not active on ESG investing. It is also not flagged as a multi-state adviser, a pension consultant, or a related adviser; FINTRX does not mark it as newly formed. Publicly reported detail about the firm’s business model is limited. The FINTRX entry does not include a description of client segments, advisory or brokerage activities, fee arrangements, or typical account types, so those operational characteristics are not available from the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Daniel Woodring

    Daniel Woodring

    EVP & Chief Compliance OfficerCRD 4028705

  • Dominique Cornette

    Dominique Cornette

    Project CoordinatorCRD 7353755

Contacts

3 of 63
  • Alex Cunningham

    Alex Cunningham

    Operations ClerkCRD 5696314

  • David How

    DirectorCRD 4484312

  • Brian Weigle

    SalesCRD 4131816

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth