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Bobby P

Series 63, Series 65

Carrollton, GA

Primerica Advisors

Bobby Powers is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2018 and previously held roles at Fogo Data Centers and the SwingThought Tour. Powers also engages in the sale of investment-related products and receives compensation for referrals related to home security and automation products as well as loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services based on model recommendations developed by unaffiliated asset managers, and offers a range of strategic and tactical investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Larry L

Series 63, Series 65

Carrollton, GA

Primerica Advisors

Larry Lyle is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. In addition to advisory work, he receives non-investment related compensation through referrals for home security, automation products, and other home-related services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options 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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Silke W

Series 65, Series 63

Carrollton, GA

Primerica Advisors

Silke Wolf is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. She has been with Primerica Advisors since 2016 and has prior work experience with Augusta Richmond County. Outside of advising, she is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily via model-driven strategies created by unaffiliated asset managers, supported by custodial and trade execution services, and manages approximately $15.5 billion in assets.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Olga K

Series 65, Series 63

Carrollton, GA

Primerica Advisors

Olga Kireeva is a financial advisor with Primerica Advisors in Carrollton, GA, holding Series 65 and Series 63 licenses and having five years of industry experience. Her prior work includes roles at PFS Investments Inc., Primerica Financial Services, AlecGrey LLC, and ZeroChaos. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors who use model-based investment strategies developed by third-party asset managers. The firm manages approximately $15.5 billion in assets and offers models spanning strategic, tactical, tax-managed, and income-distribution approaches.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Elly C

Series 63, Series 65

Carrollton, GA

Primerica Advisors

Elly Chapman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. She has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to her advisory role, Chapman is involved in the sale of loan products and home-related services through affiliated Primerica 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 accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure for its investment solutions.

ESG / Sustainable investing Tax-loss harvesting Income planning
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