user avatar

Christopher Leathers

Advisor at Primerica Advisors

Updated today

Location

Winder, GA 30680

Credentials

Series 63, Series 65

Industry experience

17 years

About

Christopher Leathers is a financial advisor at Primerica Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with PFS Investments Inc. since 2008 and Primerica Financial Services since 2005. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its services.

Client services

Based on Primerica Advisors

Portfolio management

Expertise

Based on Primerica Advisors

ESG / Sustainable investing Tax-loss harvesting Income planning

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

224 Highway 211 Nw, Ste A

Winder, GA 30680

Most active in

Georgia

Work history

PFS Investments Inc

2008 - Present (18 years)

Primerica Financial Services

2005 - Present (21 years)

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

Hieu N

Series 63, Series 65

Buford, GA

LegacITree Wealth Management, LLC

Hieu Nguyen is a financial advisor at LegacITree Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 designations and has worked at WeathTree Capital Management, LLC since 2020 and Pruco Securities LLC since 2015. LegacITree Wealth Management provides discretionary portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, quantitative, and cyclical analysis, utilizing proprietary models and third-party research, and offers strategies ranging from long-term holdings to active trading techniques with ongoing supervision and periodic rebalancing.

Active portfolio management Concentrated stock management

Jovan J

CFP®, CPA, PFS™

Dacula, GA

Piece of Wealth Planning LLC

I am an Atlanta native and the founder and Co-Owner of Piece of Wealth Planning LLC. I have over 10 years of experience working in various accounting and financial planning roles. Piece of Wealth Planning LLC is a premier Atlanta-based CPA and Financial Planning firm serving clients across the US. My role entails providing accounting and tax services to small businesses and personal financial planning services to small business owners, medical professionals, and established professionals. I enjoy blending my passion for accounting and financial planning to help clients fulfill both their business and personal financial goals. In addition, I enjoy writing personal finance articles for Business Insider and teaching accounting courses part-time at Clark Atlanta University. When not working with clients, I can be found traveling, eating brunch, volunteering in the community, working out at the gym, or playing tennis.

Business ownership considerations Doctor or Medical Professional Founder/Business Owner Gen Y/Millennials (Born 1980-1995)
user avatar

Mark D

CFP®, Series 63, Series 65

Brunswick, GA

Marathon Financial Strategies

Mark Digiovanni is the sole advisor at Marathon Financial Strategies in Brunswick, GA, holding the CFP® designation with 22 years of industry experience. He has been with Marathon Financial Strategies since 1995. He is also the author of four books on financial management, from which he receives royalties. Marathon Financial Strategies serves individual and high-net-worth clients by providing investment supervisory services and financial planning. The firm employs a long-term investment approach using both fundamental and technical analysis, manages all assets in-house, and emphasizes regular portfolio reviews and documented client objectives.

Wealth management Passive / index investing Active portfolio management
user avatar

John S

Series 63, Series 65

Loganville, GA

Associated Financial Partners, Inc.

John Sauers is the sole advisor and president of Associated Financial Partners, Inc., an independent firm based in Loganville, GA. He holds Series 63 and 65 licenses and has 22 years of industry experience. Prior to founding Associated Financial Partners in 2015, he was associated with Hsi Management Inc. since 1998. Outside of his advisory role, he serves as chairman of the Rotary Club of Loganville and publishes a monthly newsletter titled "One Man's Opinion." Associated Financial Partners provides investment advisory, financial planning, asset allocation, and consulting services to individuals, pension and profit-sharing plans, and charitable organizations. The firm offers tailored, non-discretionary advice using a combination of fundamental, technical, and cyclical analysis alongside modern portfolio theory.

Family Business General estate planning guidance Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

Donald S

Series 63, Series 65

Lawrenceville, GA

Winslow Asset Group, LLC

Donald Slowinski is the principal advisor at Winslow Asset Group, LLC, a firm he has been with since 1999. He holds Series 63 and Series 65 licenses and has 25 years of industry experience. In addition to his advisory role, Slowinski serves as a general partner and portfolio manager at SMS Capital Partners L.P., an equity fund. Winslow Asset Group, LLC is a state-registered investment adviser providing consulting, investment advisory, and research services to individuals and institutional clients such as corporations, trusts, estates, and charitable foundations. The firm employs a combination of fundamental research and technical analysis to actively manage portfolios across various instruments, including equities, options, ETFs, and private funds.

Active portfolio management Founder/Business Owner
user avatar

Ahmed M

Series 63, Series 65

Lawrenceville, GA

Wakil Wealth Advisory LLC

Ahmed Mahmood is the principal advisor at Wakil Wealth Advisory LLC with 17 years of industry experience. He previously worked at Morgan Stanley for 14 years before founding his independent advisory firm in 2024. Mahmood also serves as a FINRA arbitrator and operates a licensed insurance practice alongside his advisory role. Wakil Wealth Advisory LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses, including corporate clients. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios according to each client’s goals, risk tolerance, and time horizon.

Wealth management Retirement income strategy Income planning Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")