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Coty Primeaux

Advisor at Cetera

Updated today

Location

Laurel, MS 39440

Credentials

Series 66

Industry experience

22 years

About

Coty Primeaux is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. He has been with Cetera and its affiliated entities since 2015. Primeaux serves as a board member for Methodist Senior Services, where he participates in overseeing the operations of the retirement community. Cetera Investment Advisers provides investment management, financial planning, and fiduciary services to individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of advisor-managed and third-party managed solutions along with retirement and fiduciary capabilities integrated into its institutional platform.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

1415 W 5 Th Street

Laurel, MS 39440

Most active in

Mississippi · Texas

Work history

Cetera

2015 - Present (11 years)

Cetera Investment Services Llc

2015 - Present (11 years)

Regions bank

2015 - Present (11 years)

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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Laura C

Series 65

Laurel, MS

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Laura Cerra is a financial advisor with Element Wealth, LLC, holding a Series 65 designation and 12 years of industry experience. She previously worked at Raymond James Financial Services Advisors and is the owner of Laura Brame Cerra CPA, an accounting firm providing services to individuals and businesses. Element Wealth, LLC manages approximately $642 million and serves a diverse client base including individuals, retirement plans, trusts, and nonprofit organizations. The firm employs a combination of model portfolios, mutual funds, ETFs, and individual securities, using a mix of relative strength, fundamental, and technical analysis to guide investment decisions.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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ChFC®, Series 63

Laurel, MS

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Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management Cash flow / budgeting
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Timothy P

Series 66

Ellisville, MS

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Timothy Perry is a financial advisor at Valic Financial Advisors with a Series 66 designation and approximately two years of industry experience, including roles at Inman Jager Wealth Management and the University of Mississippi. He is based in Ellisville, MS. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing centralized technology and model solutions to manage approximately $29.2 billion in assets.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Series 65, Series 66

Laurel, MS

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Retirement plans for business owners (SEP, solo 401k)
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Stephen M

Series 63, Series 65

Laurel, MS

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Stephen McCraw is a financial advisor with Centaurus Financial, Inc. in Laurel, MS, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Centaurus Financial since 2015 and has also been self-employed since 1978. Outside of his advisory role, he is involved in the sale of fixed insurance and fixed annuities. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party money managers. The firm employs a variety of investment strategies and serves clients with both discretionary and non-discretionary advisory relationships.

Income planning Social Security optimization College savings (529s, UTMA, etc.) Founder/Business Owner Retired
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Series 66

Laurel, MS

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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