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William Harn

Advisor at Primerica Advisors

Updated today

Location

Reidsville, GA 30453

Credentials

Series 63, Series 65

Industry experience

27 years

About

William Harn is a financial advisor with Primerica Advisors in Reidsville, GA, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in sales of loan products and home security services through affiliated companies and operates his own legal entity, William J Harn LLC, for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to 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

445 W Brazell St

Reidsville, GA 30453

Most active in

Georgia

Work history

PFS Investments Inc

1998 - Present (28 years)

Primerica Financial Services

1998 - Present (28 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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