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David E

Series 63, Series 65

Brandon, MS

Primerica Advisors

David Edwards is a financial advisor with Primerica Advisors in Brandon, MS, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Affordable Lending Group and PFS Investments Inc. He is involved in the sale of investment-related products and also receives compensation related to mortgage loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing. The firm operates at scale with thousands of advisors and offices and offers a range of strategic and tactical models, including options investing in cryptocurrency.

ESG / Sustainable investing Tax-loss harvesting Income planning
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