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Anthony Frank Pascucci

Advisor at Primerica Advisors — Conway, SC Lakeside Dr

Updated today

Credentials

Series 63, Series 65

Experience

29 years

Location

Conway, SC 29526

Primerica Advisors logo

Primerica Advisors

Institution

Total advisors

3,992

Across 1,251 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

About

Anthony Pascucci is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 1996. Pascucci is also involved in related business activities, including the sale of loan products and home security referrals through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading to BNY Mellon Advisors.

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

Conway, SC Lakeside Dr

1207 Lakeside Dr, Ste 101

Conway SC 29526

Advisors at this office

1

Most active in

South Carolina

Work history

29 years of industry experience

PFS InvestmentS Inc

1996 - Present • 30 years

Conway, SC

Primerica Financial Services

1996 - Present • 30 years

Conway, SC

Disclosures

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

Business activities & affiliations

user avatar

Flavio M

Series 65

Myrtle Beach, SC

Coast Wealth Management Group, LLC

Flavio Medeiros is a financial advisor at Coast Wealth Management Group, LLC with 10 years of industry experience. He holds Series Series 65 license. Coast Wealth Management Group provides investment management and financial planning services to individual and business clients. The firm develops portfolios and plans tailored to client goals, using fundamental analysis and a combination of long- and short-term strategies.

Cash flow / budgeting Retirement income strategy Debt management General retirement planning Roth conversion strategy Retired Military & Veterans Approaching retirement Retired Gen X (Born 1965-1980)
user avatar

Joshua H

CFP®, Series 63, Series 66

Myrtle Beach, SC

Resettle Wealth

Joshua Hemmert is a CFP®-certified financial advisor with 14 years of industry experience. He is the founder of Resettle Wealth, an independent firm based in Myrtle Beach, SC, and previously worked at J.P. Morgan Asset Management for eight years. Hemmert also spent time at BMT Management & Financial Consultants before establishing his own practice. Resettle Wealth serves individual and high-net-worth clients with comprehensive financial planning and investment management, focusing on strategic asset allocation using both passive and active investment vehicles. The firm provides services including retirement, tax, estate, and insurance planning, as well as Social Security optimization and business and relocation analyses.

Social Security optimization General retirement planning Tax-loss harvesting
user avatar

John T

CFP®, Series 63

Myrtle Beach, SC

Mecklenburg Financial Group

John Tiddy is a CFP® with 22 years of experience in the financial industry. He has been the sole advisor at Mecklenburg Financial Group since 2008. Mecklenburg Financial Group is an independent, single-advisor firm offering discretionary portfolio management and fee-based financial planning to individuals and high-net-worth clients. The firm employs a combination of fundamental and technical analysis to construct portfolios aligned with clients’ goals and risk tolerance, managing approximately $3.3 million across a focused client base.

Wealth management Real estate investing Annuities College savings (529s, UTMA, etc.) Debt management
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James V

CFP®, Series 63, Series 65

Myrtle Beach, SC

Cairn Investor Services

James Vassas is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Cairn Investor Services. He has been with Cairn Investor Services since 2016. In addition to his advisory role, he is involved in the sale of fixed life, annuity, and health insurance products. Cairn Investor Services is an independent, state-registered advisory firm that primarily serves individual clients over age 40, as well as some corporations, partnerships, and trustees. The firm offers discretionary investment management, financial planning, hourly advisory engagements, and a subscription-based advisory service that integrates various non-investment professionals and software, combining fundamental and technical analysis in its managed portfolios.

Life insurance needs analysis
user avatar

Tiffany M

Series 65

Myrtle Beach, SC

Marshall Financial

Tiffany Marshall is a financial advisor at Marshall Financial in Myrtle Beach, SC, holding a Series 65 designation with one year of industry experience. She has worked as an independent insurance agent and previously held roles at the American Red Cross and Luomo Creatives. In addition to her advisory work, she is a licensed insurance agent and may spend a portion of her time on insurance sales. Marshall Financial is an independent registered investment adviser serving individual investors and retirement-plan clients with financial planning, investment management, and retirement plan services. The firm emphasizes individualized, long-term strategies with periodic portfolio reviews and also provides institutional plan support and educational workshops.

General retirement planning Retirement plans for business owners (SEP, solo 401k) General tax planning College savings (529s, UTMA, etc.) Wealth management Founder/Business Owner Retired
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Ryan C

Series 65

Myrtle Beach, SC

Oak Street Advisors

Ryan Cooper is a financial advisor at Oak Street Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at The Bowery and Jimmy John's of Myrtle Beach. Oak Street Advisors provides fee-only financial planning and investment advisory services primarily to individual and high-net-worth clients, with a focus on retirement. The firm manages approximately $126 million in assets using a flexible, asset-allocation approach centered on Core ETFs and offers distinctive retirement-plan consulting services.

General retirement planning Retirement income strategy Social Security optimization Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Self-Employed
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