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David Justice

Advisor at Primerica Advisors

Updated today

Location

Peachtree City, GA 30269

Credentials

Series 63, Series 65

Industry experience

28 years

About

David Justice is a financial advisor with Primerica Advisors in Peachtree City, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities. In addition to his advisory work, he sells worksite voluntary benefits through a broker sales contract with AFLAC. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account-level services.

Client services

Based on Primerica Advisors

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

Expertise

Based on Primerica Advisors

Business exit / sale strategy Tax-loss harvesting

Occupation focus

Based on Primerica Advisors

Self-Employed Founder/Business Owner

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Fee options

Fixed

Flat fees generally range from $500 to $25,000 per agreement for financial planning, consulting, and business exit consulting.

Percentage

$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select SM Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select SM Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select SM Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select SM Program maximum client fee)

Commissions

Brokerage commission fees apply in transaction-based accounts; ticket charges $10 per transaction in Portfolio Select SM program; commissions on securities transactions; fees vary widely depending on products.

Project-based

Hourly financial planning or consulting fees generally range from $100 to $500 per hour.

Subscriptions

Subscription-Based Financial Planning up to $25,000 per year; Subscription-Based Business Financial Consulting up to $30,000 annually; fees paid monthly or quarterly.

Other

Account minimum: $5,000 for VestWise digital advisory program; generally $10,000 minimum initial investment for most other Proprietary Programs, with some individual Strategist or Investment Manager minimums higher or variable (e.g., Portfolio Select SM and Signature Portfolio SM require $10,000; UMA Select SM requires $10,000 but can be higher). Minimum fee: Annual platform fee minimum of $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Financial planning or consulting fees are negotiable; hourly fees typically $100-$500 per hour; flat fees generally $500 to $25,000; subscription-based financial planning up to $25,000 annually; business consulting up to $30,000 per engagement or annually.

Location

401 Westpark Ct., Suite 200 24

Peachtree City, GA 30269

Most active in

Alabama · Colorado · Florida · Georgia · Indiana · North Carolina · Ohio · South Carolina · South Dakota · Texas · Virginia

Work history

Guardian Life Insurance Company

2024 - Present (2 years)

Primerica Advisors

2024 - Present (2 years)

Park Avenue Securities

2019 - 2024 (5 years)

Guardian Life Insurance Company

2019 - 2024 (5 years)

Primerica Advisors

2016 - Present (10 years)

Guardian Life Insurance Company

2016 - Present (10 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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