Lynnel Bryson Davis
Advisor at Primerica Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Primerica Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Rogers, AR 72756
Credentials
Series 63, Series 65
Industry experience
11 years
Lynnel Bryson Davis is a financial advisor with Primerica Advisors in Rogers, Arkansas, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to her advisory role, she worked in education with the Monrovia Unified School District for 18 years. Outside of finance, she is involved part-time as a server for a catering service that provides food and bar services for events. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients, primarily under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, focusing on individual investor solutions rather than institutional or pension plan management.
Based on Primerica Advisors
$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)
Account minimum: $25,000
2608 North 2 Nd Street, Suite 133
Rogers, AR 72756
Arkansas
ESS K-12 Education Personnel
2025 - Present (1 year)
Primerica Advisors
2015 - Present (11 years)
Primerica Financial services
2014 - Present (12 years)
Monrovia Unified School District
2001 - 2019 (18 years)
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Real estate agent
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Other specialized services
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