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Adriane B
Series 63, Series 65
Chattanooga, TN
Primerica Advisors
Adriane Bailey is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 credentials and 11 years of industry experience. Her prior roles include positions at Cetera, Regions Bank, and Farmers Insurance Group. In addition to her advisory work, she is a licensed real estate agent with Keller Williams Realty. Primerica Advisors is a large firm serving primarily individual investors, including both non-HNW and high-net-worth clients, through a wrap-fee asset management program. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services supported by custodial and trade execution platforms.
David W
Series 63, Series 65
Chattanooga, TN
Primerica Advisors
David Walters is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Walters is also the owner of Walters and Associates, LLC, an investment-related business formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.
Kyle S
Series 65, Series 63
Chattanooga, TN
Primerica Advisors
Kyle Seiler is a financial advisor at Primerica Advisors with four years of industry experience. He holds Series 65 and Series 63 designations and has worked at firms including PFS Investments Inc and Morgan Fidelity Associates. Seiler also works as a Medicare health insurance agent, selling policies for multiple carriers. 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 using model-based strategies managed by unaffiliated asset managers.
Merrie C
Series 65, Series 63
Chattanooga, TN
Primerica Advisors
Merrie Crawford is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 65 and Series 63 licenses and possessing 29 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports account custody through Pershing, operating at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.
Adam S
Series 65, Series 63
Chattanooga, TN
Primerica Advisors
Adam Seiler is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 65 and Series 63 licenses and five years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2020. Outside of his advisory role, Seiler operates a personal training business, 1-On-1 Personal Training, Inc. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and offers a range of investment approaches supported by BNY Mellon Advisors and Pershing for trade execution and custody.
Janet S
Series 63, Series 65
Chattanooga, TN
Primerica Advisors
Janet Schroer is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 29 years of industry experience. She has been with Primerica Financial Services and PFS Investments Inc. since 1995. In addition to her advisory role, she is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and emphasizes a tiered wrap fee structure with ongoing oversight of its investment models.
Mindi W
Series 65, Series 63
Chattanooga, TN
Primerica Advisors
Mindi Walters is a financial advisor at Primerica Advisors with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Walters and Associates, LLC, PFS Investments Inc, and Primerica Financial Services. In addition to advisory work, she is involved in sales of loan products and home security referrals through Primerica Mortgage and affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.
Alan D
Series 63, Series 65
Chattanooga, TN
Primerica Advisors
Alan Darmody is a financial advisor with Primerica Advisors in Ooltewah, TN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors since 2015 and was previously associated with Cohutta Springs Conference Center. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies of Primerica. 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 account options structured as a wrap-fee solution. The firm curates third-party asset managers and uses an independent due-diligence process, with trading delegated to BNY Mellon Advisors.
Wayne S
Series 65, Series 63
Chattanooga, TN
Primerica Advisors
Wayne Stickney is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 65 and Series 63 designations and bringing 11 years of industry experience. His background includes roles in education at multiple schools and ongoing work with PFS Investments Inc. Outside his advisory work, he is involved in selling loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven investment strategies and third-party portfolio management.
Wayne S
Series 65, Series 63
Chattanooga, TN
Primerica Advisors
Wayne Starr is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2008. In addition to advisory services, he is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers. The firm supports its approximately 3,700 advisors nationwide with custody and trade execution services, focusing on individual investors rather than institutional clients.
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