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Allison Croysdale

Advisor at Primerica Advisors — Hurtsboro, AL

Updated today

Credentials

Series 63, Series 65

Experience

1 year

Location

Hurtsboro, AL 36860

Primerica Advisors logo

Primerica Advisors

Institution

Total advisors

3,992

Across 1,252 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

About

Allison Croysdale is a financial advisor with Primerica Advisors in Hurtsboro, AL, holding Series 63 and Series 65 licenses and one year of industry experience. She has a background that includes multiple roles at Auburn University and Point University, as well as teaching at Chattahoochee County Middle/High School. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm operates at scale with thousands of advisors and billions in assets under management, providing advisory services through model-driven strategies supported by third-party asset managers.

Client services

Based on Primerica Advisors

Portfolio management

Expertise

Based on Primerica Advisors

ESG / Sustainable investing Tax-loss harvesting Income planning

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Fee options

Percentage

$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)

Other

Account minimum: $25,000

Location

See office

Hurtsboro, AL

534 Main St, Ste 4

Hurtsboro AL 36860

Advisors at this office

1

Most active in

Alabama

Work history

1 year of industry experience

Primerica Advisors

2025 - Present • 1 year

Hurtsboro, AL

Point University

2023 - Present • 3 years

West Point, GA

Auburn university

2023 - 2025 • 2 years

Aubrun, AL

Auburn university

2021 - 2023 • 2 years

Auburn, GA

Chattahoochee County Middle/High School

2019 - 2021 • 2 years

Cusseta, GA

Auburn university

2016 - 2019 • 3 years

Auburn, AL

Primerica Financial services

2015 - Present • 11 years

Hurtsboro, AL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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