Primerica Brokerage Services, Inc.
Firm details
- Headquarters
- Duluth, Georgia
- CRD number
- 322250
- Registered since
- April 4, 2023
Firm profile
FINTRXOverview
Primerica Brokerage Services, Inc. is registered with the SEC as of 2023 and is organized as a corporation. FINTRX classifies the firm as unclassified and notes ownership as a domestic entity with individual ownership elements. The data indicates the firm is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. FINTRX does not provide further detail on the firm’s client segments, fee schedule, advisory activities, or specific business lines.
Assets & Accounts
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
Owners & executives
2 of 2
Daniel Woodring
EVP & Chief Compliance OfficerCRD 4028705
Dominique Cornette
Project CoordinatorCRD 7353755
Contacts
3 of 62
Alex Cunningham
Operations ClerkCRD 5696314
David How
DirectorCRD 4484312
Brian Weigle
SalesCRD 4131816
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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