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Howard B
CFP®, Series 63
Austin, TX
Primerica Advisors
Howard Brandell is a CFP® professional affiliated with Primerica Advisors in Austin, TX, with 26 years of industry experience. He has worked at Primerica Advisors since 2013 and has prior experience at First Care Health Plans and Randall's. In addition to financial advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies managed by third-party asset managers.
Dharam G
Series 63, Series 65
Austin, TX
Primerica Advisors
Dharam Gunnia is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 credentials and over 22 years of industry experience. His prior roles include positions at PayPal Inc., Amrut Farms LLC, and various consulting and management firms. He also receives compensation for referrals related to home security and automation products through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm utilizes model-based investment strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.
Rodolfo B
Series 63, Series 65
Austin, TX
Primerica Advisors
Rodolfo Benitez is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Evolv Technologies, Aereon, PFS Investments Inc., Primerica Financial Services, and Bosch Rexroth. He is also involved in sales of investment-related products and receives compensation for referrals related to mortgage, home security, and automation services through affiliated companies. Primerica Advisors provides 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 employs a tiered wrap-fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.
Kia C
Series 63, Series 65
Austin, TX
Primerica Advisors
Kia Conwell is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with Primerica Financial Services since 2003 and PFS Investments Inc since 2004. Outside of her advisory role, she is involved with Kyle Parks and Recreation. 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 employs a tiered wrap-fee structure.
John H
Series 63, Series 65
Austin, TX
Primerica Advisors
John Henderson Jr. is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. Outside of his advisory role, he is involved in sales of loan products and home-related services referrals through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-based strategies managed by third-party asset managers.
Mario H
CFP®, Series 63, Series 65
Austin, TX
Primerica Advisors
Mario Hinojosa is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Primerica Advisors since 1998. He has been associated with Primerica Financial Services since 1995. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals related to loan products, home security, automation, and other home services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.
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