Harold Ballard Jr. is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His background includes roles at Charlotte Christian College and Theological Seminary, Cornwell Center, and PFS Investment Inc. Outside of his advisory work, he is involved with Yom Tov Enterprises, LLC, a non-investment-related business. Primerica Advisors is a large-scale institutional firm that sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm emphasizes model-driven investment strategies managed by unaffiliated asset managers and uses custodial support from Pershing, focusing on a diverse range of strategic and tactical portfolio models.

Thomas Bounds is a financial advisor with Primerica Advisors in Charlotte, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Primerica Advisors since 2020 and previously served in roles at Southeast Baptist Church and Pfafftown Baptist Church. Bounds is also involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors. The firm employs model-driven investment strategies supported by third-party asset managers and focuses on clients ranging from non-high-net-worth to high-net-worth individuals.