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Earline S
Series 63
Ashtabula, OH
Primerica Advisors
Earline Stiltner is a financial advisor with Primerica Advisors in Ashtabula, Ohio, holding a Series 63 designation and over 38 years of industry experience. She has been with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of her advisory role, she serves as an election poll worker for the Board of Elections in Jefferson, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model featuring tiered wrap fees and outsourced trading and custody services.
Roy S
Series 63
Ashtabula, OH
Primerica Advisors
Roy Stiltner is a financial advisor with Primerica Advisors in Ashtabula, Ohio, holding a Series 63 designation and 27 years of industry experience. He has worked at PFS Investments Inc. since 1998 and with Primerica Financial Services since 1986. Outside of his advisory role, he serves as an election poll worker for the Board of Elections in Jefferson, Ohio. Primerica Advisors provides discretionary asset management primarily 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 a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.
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