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Ernesto Esqueda

Advisor at Primerica Advisors — Casa Grande, AZ E Cottonwood Ln

Updated today

Credentials

Series 63, Series 65

Experience

31 years

Location

Casa Grande, AZ 85122

Primerica Advisors logo

Primerica Advisors

Institution

Total advisors

4,003

Across 1,252 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

About

Ernesto Esqueda is a financial advisor with Primerica Advisors in Casa Grande, Arizona, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. In addition to his advisory role, he is involved in the sale of home security, automation products, and loan product referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm uses model-driven strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial 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

Casa Grande, AZ E Cottonwood Ln

251 E Cottonwood Ln, Ste F

Casa Grande AZ 85122

Advisors at this office

1

Most active in

Arizona · Texas

Work history

31 years of industry experience

Primerica Advisors

1994 - Present • 32 years

Casa Grande, AZ

Primerica Financial Services

1994 - Present • 32 years

Casa Grande, AZ

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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David W

Series 63, Series 65

Eloy, AZ

Secure Retirement Advisors, LLC

David Wilkins Sr. is a financial advisor at Secure Retirement Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Secure Retirement Advisors since 2011, following prior experience at Kalos Management. Outside of advising, he owns Cowboytown Arena, LLC and Cowboytown Farms, where he raises hay and breeds horses. Secure Retirement Advisors, LLC provides personalized financial planning and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers advice through written plans and consultations, referring clients to a third-party money manager for portfolio management rather than managing assets directly.

General retirement planning General tax planning
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Trevor B

CFP®, Series 66

Casa Grande, AZ

Root Financial Partners

Trevor Buggs is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Root Financial Partners. His prior experience includes roles at Bank of America and Merrill. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives, risk tolerance, and tax considerations, and offers educational programming alongside its advisory services.

Long-term care insurance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Retirement withdrawal strategies Founder/Business Owner Executive Mid-Career Professionals Established Professionals
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Joshua N

CFP®, Series 63, Series 65

Coolidge, AZ

J. W. Cole Advisors, Inc.

Joshua Nolan is a CFP® professional with three years of industry experience, currently serving as an advisor at J.W. Cole Advisors, Inc. Prior to his current role, he held positions at OneAmerica Securities, American United Life, and Axio Wealth Management. Outside of his advisory work, he is involved in managing accounting and payroll activities through a family-owned business entity. J.W. Cole Advisors operates a large network of independent Investment Adviser Representatives and provides fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms. The firm serves individuals, high-net-worth clients, and institutional accounts using a combination of fundamental and technical analysis alongside digital advice and multiple custodial platforms.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Retired Founder/Business Owner
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Keanelyn W

Series 63, Series 66

Arizona City, AZ

Empower Advisory Group

Keanelyn Waldriff is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 designations and has four years of industry experience. Prior to joining Empower Advisory Group in 2025, Waldriff worked at The Vanguard Group and LPL Financial, among other firms. She is also the owner of Cubbi LLC, a digital marketing service based in Arizona City. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model linked to Empower’s recordkeeping and administrative platforms and offers point-in-time financial plans alongside optional managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Ginger F

Series 63, Series 65

Coolidge, AZ

Cambridge Investment Research Advisors

Ginger Fargas is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. Prior to joining Cambridge in 2023, she spent 13 years with Mass Mutual Investors Services and MassMutual Life Insurance Company. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment strategies through independent Financial Professionals, utilizing proprietary and third-party models across various platform arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Alexis S

Series 63, Series 66

Casa Grande, AZ

Fidelity

Alexis Searles is a financial advisor at Fidelity with Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Fidelity, Alexis worked at The Walt Disney Company for eleven years and has held positions at AAA Northern New England and Yankee Candle. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios that include mutual funds, ETFs, and ETPs. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies and fund-of-funds.

Charitable giving & philanthropy Active portfolio management
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