Advisor at Primerica Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Hurtsboro, AL 36860
Credentials
Series 63, Series 65
Allison Croysdale is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over a decade of experience in the financial services industry. She has worked at Primerica Financial Services since 2015 and joined Primerica Advisors in 2025. Her background includes multiple roles in education at Auburn University, Point University, and Chattahoochee County Middle/High School. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm focuses on curated third-party asset managers and offers a tiered wrap-fee structure rather than fixed-fee billing.
Based on Primerica Advisors
$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)
Account minimum: $25,000
534 Main St, Ste 4
Hurtsboro, AL 36860
Alabama
Primerica Advisors
2025 - Present (1 year)
Point University
2023 - Present (3 years)
Auburn university
2023 - 2025 (2 years)
Auburn university
2021 - 2023 (2 years)
Chattahoochee County Middle/High School
2019 - 2021 (2 years)
Auburn university
2016 - 2019 (3 years)
Dowd, Ferrin & Saunders CPA
2016 - 2016 (1 year)
Primerica Financial services
2015 - Present (11 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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