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Deborah J Hivnor

Advisor at Primerica Advisors — Alliance, OH State Rt 62

Updated today

Credentials

None found

Experience

30 years

Location

Alliance, OH 44601

Primerica Advisors logo

Primerica Advisors

Institution

Total advisors

3,964

Across 1,248 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

About

Deborah Hivnor is a financial advisor with Primerica Advisors in Alliance, Ohio, holding over 30 years of industry experience. She has been with Primerica Advisors since 1995 and associated with Primerica Financial Services since 1986. In addition to advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies and offers various investment approaches, including recently added cryptocurrency ETF models.

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

Alliance, OH State Rt 62

22109 State Rt 62

Alliance OH 44601

Advisors at this office

1

Most active in

Ohio

Work history

30 years of industry experience

Primerica Advisors

1995 - Present • 31 years

Alliance, OH

Primerica Financial services

1986 - Present • 40 years

Alliance, OH

Disclosures

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

Business activities & affiliations

Justin R

CFP®

Canton, OH

JGR Financial Solutions

At JGR Financial Solutions, we know you need confidence that your financial game plan will carry you both to and through retirement. At this stage in your career, questions begin to pop up: Have we saved enough? Is our financial plan solid? Is my portfolio performing the way it needs to? Am I on track to live the life after retirement that I’ve dreamt of? It’s natural to feel a bit uneasy since every money move you consider at this stage can be costly. You deserve to have complete confidence that your financial plan will hold steady through your golden years. We understand everybody has a different definition of what financial success looks like and you’re trying your best to avoid the unknowns and making mistakes. You’ve worked hard and you deserve to spend your time how you want—both now and in the future. As a CERTIFIED FINANCIAL PLANNER practitioner and independent fiduciary who has helped hundreds of clients build a comprehensive retirement roadmap, we’ve seen firsthand that there are many things you can DIY, but making a plan for your money and retirement is not one of them. Ready to ensure your money is set up to actively create the life you want? Step 1: Discover During your discovery call, we'll unpack your goals, answer your questions, and map out a few helpful next steps. Step 2: Design We'll work one-on-one to turn those goals into a comprehensive retirement roadmap that will give you confidence and guide your retirement planning and financial decisions. Step 3: Deliver With your retirement roadmap in place, we'll implement everything and schedule routine check-ins to ensure your portfolio and plan stay on track. Schedule your discovery call today!

Wealth management General retirement planning Widow/Widower Baby Boomers (Born 1946-1964)
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Bret R

Series 66

Canton, OH

Rodgers Capital Management, LLC

Bret Rodgers is the sole advisor at Rodgers Capital Management, LLC in Canton, OH, holding a Series 66 designation with 14 years of industry experience. He also works as a disability aide, assisting handicapped individuals with daily activities. Rodgers Capital Management is an independent, state-registered investment adviser serving individual and charitable clients through discretionary portfolio management and limited consulting. The firm uses a statistical investment approach focused on volatility-correlation analysis across various asset classes and implements strategies including ETFs, equities, fixed income, and selective options hedging.

Options & derivatives strategies Passive / index investing Active portfolio management
user avatar

Ryan A

Series 63, Series 66

Canton, OH

Nickelplate Financial LLC

Ryan Armstrong is the sole advisor at Nickelplate Financial LLC in Canton, Ohio, holding Series 63 and Series 66 designations with 17 years of industry experience. He has led Nickelplate Financial since its founding in 2016. Outside of advising, Armstrong owns TrashTiger Junk Removal, a junk removal and dumpster rental business. Nickelplate Financial LLC provides discretionary portfolio management for individuals, high-net-worth clients, and employer retirement plans, specializing in plan-level investment menu reviews and qualified default investment alternative recommendations. The firm applies modern portfolio theory and long-term asset allocation, emphasizing its formal 3(21) plan adviser program and automatic execution support for plan line-ups.

Wealth management Annuities
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Robert E

Series 65

North Canton, OH

FSC Advisors LLC

Robert Everett is a financial advisor at FSC Advisors LLC in North Canton, OH, holding a Series 65 designation with 11 years of industry experience. He has worked at Wall Street Financial Group since 2002 and Financial Security Center Inc since 1997. Everett also operates an affiliated tax and insurance business and is an enrolled agent licensed to provide tax preparation and insurance products. FSC Advisors LLC serves individuals, families, trusts, and select institutional clients with asset management and financial planning services. The firm uses written investment policy statements to implement client strategies, offering model portfolios or fully customized allocations with discretionary authority.

Annuities General tax planning College savings (529s, UTMA, etc.)
user avatar

Michael M

CFA®, Series 65, Series 66

Uniontown, OH

Summit Investments and Financial Planning

Michael Mc Gill is a CFA® charterholder with five years of industry experience. He is the sole advisor at Summit Investments and Financial Planning in Uniontown, OH. Prior to founding his firm, he worked at Ameriprise Financial, First National Bank of Pennsylvania, and Huntington Bancshares. Summit Investments and Financial Planning is an independent, state-registered advisory firm serving individuals, businesses, and trusts. The firm employs a combination of fundamental, macro, and cyclical analysis using both passive and active strategies across various securities, offering discretionary investment management and written financial planning.

General retirement planning Passive / index investing Active portfolio management
user avatar

Richard M

CFP®, PFS™, Series 65

Canton, OH

Buckeye Financial Solutions, Inc.

Richard Mohr is a CFP®, PFS™, and Series 65-licensed financial advisor with 23 years of industry experience. He has been the sole advisor at Buckeye Financial Solutions, Inc. in Canton, OH since 2004. Buckeye Financial Solutions serves individuals, trusts, estates, charitable organizations, and small businesses with personalized financial planning and investment management. The firm uses a core-and-satellite approach focused on passively managed index funds and ETFs, incorporating active managers selectively, and manages accounts on both discretionary and non-discretionary bases.

General retirement planning General tax planning College savings (529s, UTMA, etc.) Wealth management Passive / index investing
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