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Bradley B
Series 63, Series 65
Cedar Rapids, IA
Primerica Advisors
Bradley Becker is a financial advisor with Primerica Advisors in Cedar Rapids, IA, holding Series 63 and Series 65 licenses and with 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2012. Outside of his advisory role, Becker owns Shades and Shields, LLC, a business specializing in automotive, commercial, and residential window tinting. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.
Jeffrey F
Series 63, Series 65
Brookfield, WI
Primerica Advisors
Jeffrey Feldhusen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PFS Investments, Inc. since 2010 and has been affiliated with Primerica Financial Services since 2004. Outside of investment advisory, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-driven strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm focuses on a wrap-fee structure and curates third-party asset managers while retaining authority over model selection and management.
Brenda Y
Series 63, Series 65
Gaithersburg, MD
Primerica Advisors
Brenda Yombo is a financial advisor at Primerica Advisors with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Intuit, Jones and Company Professional Corporation, and Rose Financial Solutions. Brenda is also the CEO and managing member of Infinity Gray Consulting LLC, providing consulting and tax preparation services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and offers both discretionary and non-discretionary investment options supported by custodians such as BNY Mellon Advisors and Pershing.
Brian B
Series 63, Series 65
Plainville, CT
Primerica Advisors
Brian Bender is a financial advisor with Primerica Advisors in Farmington, CT, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 1999 and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for 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.
Gary H
Series 63
West Hempstead, NY
Primerica Advisors
Gary Hewitt is a financial advisor with Primerica Advisors in South Ozone Park, NY, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and also operates Maverick Caterers. Hewitt receives non-investment related compensation for referrals of home security, automation, and other home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, delegating model implementation to BNY Mellon Advisors.
Joseph A
Series 63, Series 65
Honolulu, HI
Primerica Advisors
Joseph Almeida Jr. is a financial advisor with Primerica Advisors in Kapolei, HI, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1991. Almeida also owns Shego, LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.
David S
Series 63, Series 65
Everett, WA
Primerica Advisors
David Steininger is a financial advisor with Primerica Advisors in Everett, WA, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm utilizes third-party asset managers and provides a tiered wrap-fee structure rather than fixed fees.
John T
Series 63, Series 65
Windham, ME
Primerica Advisors
John Toye is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Primerica Advisors since 2006 and has worked in related capacities at Primerica Financial Services since 2002. In addition, he has operated as a tax practitioner since 1978. Outside of advisory services, he is involved in the sale of loan products and home security and automation referrals through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, offering model-delivery strategies and selected separately managed accounts. The firm curates third-party asset managers and oversees portfolio implementation via BNY Mellon Advisors, operating under a tiered wrap-fee structure.
James R
Series 63, Series 65
Niceville, FL
Primerica Advisors
James Richburg is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Primerica Advisors since 2002 and also has a role at Wiley Sanders Truck Lines. Outside of advisory activities, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and maintains authority over model selection, operating primarily on a percentage-based wrap fee structure.
Patricia G
Series 65, Series 63
Ontario, CA
Primerica Advisors
Patricia Garcia is a financial advisor with Primerica Advisors in Ontario, CA, holding Series 65 and Series 63 designations and two years of industry experience. Prior to joining Primerica Advisors, she worked at Corkys and Mifflin Dunder Inc. She also has experience with Primerica Financial Services and in the real estate sector. Outside of financial advising, she works as an independent food and grocery delivery driver. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies created by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, offering discretionary portfolio management primarily for individual investors.
Michael B
Series 63, Series 65
Plano, TX
Primerica Advisors
Michael Brumfield is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Primerica Advisors since 1999 and was previously employed by SiriusXM for 11 years. Outside of advisory work, he is involved in business activities related to mortgage product sales and home security referrals through Primerica-affiliated companies and also works part-time with Citicorp Trust Bank on home equity lending matters. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm uses model-delivery strategies managed by unaffiliated asset managers and partners with BNY Mellon Advisors and Pershing for trade execution and custody.
Javier B
Series 63, Series 65
Oakland, NJ
Primerica Advisors
Javier Bustamante is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Morris Tech Partners and AT&T. Outside of advisory work, he is involved in managing Captain Gambit Studios, LLC and has worked as a Lyft driver since 2017. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, emphasizing a range of strategic and tax-aware investment models.
Christopher D
Series 65, Series 63
Bettendorf, IA
Primerica Advisors
Christopher Darin is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His career includes long-term roles at Primerica Financial Services since 1989 and Alcoa from 1995 to 2026, as well as ongoing self-employment in farming since 2003. In addition to advisory services, he is involved in sales of investment-related products and referrals for home security and automation services through Primerica affiliates. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-delivery strategies created by third-party managers and supports accounts with custodial and execution services from Pershing and BNY Mellon Advisors.
Lindsey B
Series 65, Series 63
Houston, TX
Primerica Advisors
Lindsey Broadwell is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses. She has over one year of experience in the financial services industry, including roles at PFS Investments Inc. and Primerica Financial Services, and previously worked at Chevron and ConocoPhillips. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.
Glenn H
Series 63, Series 65
Miami, FL
Primerica Advisors
Glenn Hall is a financial advisor with Primerica Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of his advisory role, he owns a tree services business in Miami. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from Pershing.
Derrick K
Series 63, Series 65
Valencia, CA
Primerica Advisors
Derrick Kimbrough is affiliated with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 32 years of industry experience, including 15 years at Boeing Aerospace and longstanding roles at PFS Investments Inc. and Primerica Financial Services. Outside of advisory work, he has been involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.
Daniel D
Series 63, Series 65
Foxboro, MA
Primerica Advisors
Daniel Defeo is a financial advisor with Primerica Advisors in Foxborough, MA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1992. Outside of advising, he is involved in sales of loan products and home-related services for affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure and maintaining oversight of model offerings.
Damian G
Series 65, Series 63
Houston, TX
Primerica Advisors
Damian Garcia is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 designations and bringing 15 years of industry experience. He has worked at Primerica Financial Services since 2002 and has also been associated with Rush Enterprises since 2012. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies primarily on model-delivery strategies developed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing, offering a range of strategic and tactical investment models.
Donna C
Series 63, Series 65
Colorado Springs, CO
Primerica Advisors
Donna Caplan is a financial advisor with Primerica Advisors in Monument, CO, holding Series 63 and Series 65 designations and 22 years of industry experience. She has worked with Primerica Financial Services since 2002 and PFS Investments Inc. since 2009. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.
Lewie S
Series 63, Series 65
Oakland, NJ
Primerica Advisors
Lewie Soaivan is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. In addition to his advisory role, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
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