David Roberts is a financial advisor with Primerica Advisors in Abilene, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of advisory services, he is involved in sales of home security and automation products 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 curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jonathan Wood is a financial advisor with Primerica Advisors in Abilene, TX, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Primerica Advisors since 2005 and previously worked at PSNS and IMF from 2019 to 2021. Outside of advisory services, Wood is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third parties, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

David Beckham is a financial advisor with Primerica Advisors in Abilene, TX, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. His prior work includes roles at Crew Training International and Abilene Independent School District. In addition to his advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily 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 offers a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan management.