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Erika Doyle

Advisor at Primerica Advisors — Henniker, NH Liberty Hill Rd

Updated today

Credentials

Series 63, Series 65

Experience

12 years

Location

Henniker, NH 03242

Primerica Advisors logo

Primerica Advisors

Institution

Total advisors

3,966

Across 1,249 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

About

Erika Doyle is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 credentials and having 12 years of industry experience. She has worked with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2012. Outside of advisory services, she 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, which offers model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and implements models with oversight from 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

Henniker, NH Liberty Hill Rd

41 Liberty Hill Rd, Bldg 2 Unit 201

Henniker NH 03242

Advisors at this office

5

Most active in

New Hampshire · Texas

Work history

12 years of industry experience

PFS Investments inc

2013 - Present • 13 years

Henniker, NH

Primerica Financial services

2012 - Present • 14 years

Henniker, NH

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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Elizabeth E

Series 63, Series 65

Weare, NH

Cayena Capital Management, LLC

Elizabeth Evans is a financial advisor at Cayena Capital Management, LLC with 16 years of industry experience. She has previously worked at Curbstone Financial Management Corporation and Fidelity Brokerage Services LLC. In addition to her advisory role, Evans consults for the Morgan Franklin Fellowship Foundation, developing financial literacy curriculum, and serves as a business advisor and underwriter at the Regional Economic Development Center. Cayena Capital Management serves individuals and families by providing comprehensive and modular financial planning, limited consulting, and non-discretionary investment consulting. The firm focuses on fundamental analysis, historical data review, risk profiling, and asset allocation principles, operating on an hourly or engagement basis without managing client accounts or placing trades.

Cash flow / budgeting General retirement planning College savings (529s, UTMA, etc.) Debt management
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Natalya P

CFP®, Series 66

Concord, NH

Dragonfly Wealth Advisory

Natalya Pearl is a CFP® and holds a Series 66 license with nine years of industry experience. She is the sole advisor at Dragonfly Wealth Advisory, an independent firm she joined in 2026. Prior to this role, she worked at Bangor Savings Bank for six years and at Infinex Investments for ten years. Dragonfly Wealth Advisory serves individual and high-net-worth clients with ongoing portfolio management and comprehensive financial planning. The firm’s investment approach combines cyclical and fundamental analysis, modern portfolio theory, and quantitative methods, focusing on long-term trading and tailored portfolios.

General retirement planning Income planning College savings (529s, UTMA, etc.) General tax planning Wealth management
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Michael S

CFP®, Series 66

Goffstown, NH

Solari Financial Planning, LLC

Michael Solari is a Certified Financial Planner™ and holds a Series 66 license with 15 years of industry experience. He has been the sole advisor at Solari Financial Planning, LLC in Goffstown, NH since 2013. Solari Financial Planning, LLC provides fee-only financial planning and investment advisory services to individuals, families, trusts, estates, and small plans. The firm emphasizes asset allocation, low-cost diversified investments, tax efficiency, and non-discretionary, client-approved portfolio management.

Cash flow / budgeting Debt management

Brett C

CFP®, CFA®

Newbury, NH

Croft Financial Planning

Brett is an enthusiastic ADVICE-ONLY financial planner who believes that how a client pays for advice matters. The hourly advice-only approach is the most conflict free model available to clients because it is free from product sales, endless A.U.M. fees, and other hidden fees and agendas. Brett founded Croft Financial Planning, LLC to create a firm aligned with his client's best interests. He has over 15 years experience providing financial advice. Brett previously served as a Senior Wealth Manager at Manchester Capital Management, a boutique multi-family office providing comprehensive financial planning and investment management to ultra-high-net-worth families. Prior to that, he worked at Fidelity Investments, helping clients navigate their financial goals with personalized planning solutions. Brett enjoys being a financial planner and delving into technical subjects while always trying to keep the big picture in mind: "who are the people important to you and what are you trying to accomplish?" Earlier in his career, Brett worked as an engineer and holds both a Bachelor of Science and a Master of Science in Engineering as well as an MBA. His analytical background and problem-solving expertise inform his thoughtful and precise approach to financial planning. When he’s not working, Brett enjoys exploring the outdoors with his wife of 30 years and their two grown children.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Business exit / sale strategy Founder/Business Owner
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Mark G

Series 63, Series 66

Warner, NH

Empirical Asset Management, LLC

Mark Govoni is a financial advisor at Empirical Asset Management, LLC with 21 years of industry experience. He previously worked for Boston Asset Management Inc for 15 years before joining Empirical in 2024. Outside of his advisory role, he operates a nursery business in Warner, New Hampshire. Empirical Asset Management provides discretionary investment management to a diverse client base, including individuals, trusts, retirement plans, and institutions. The firm employs a rules-based, long-term investment approach using a proprietary methodology and manages multiple model strategies with a focus on low-cost ETFs, mutual funds, and select individual securities.

Passive / index investing Active portfolio management ESG / Sustainable investing Options & derivatives strategies Tax-loss harvesting
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Alan B

Series 65

Goffstown, NH

Bellwether Wealth

Alan Beaulieu is a Series 65-licensed advisor with Bellwether Wealth in Goffstown, NH, bringing 13 years of industry experience. Before joining Bellwether Advisors, LLC in 2019, he worked at Kestra Financial Services, Inc. from 2016 to 2019. In addition to his advisory role, Beaulieu serves as President and Economist at the Institute for Trend Research, a position he has held since 1990. Bellwether Wealth provides investment management and comprehensive planning services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $782.8 million in discretionary assets and utilizes a combination of active and passive strategies supported by proprietary models and third-party artificial intelligence tools to tailor portfolios to client objectives.

Active portfolio management Private / alternative investments Founder/Business Owner Retired
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