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Robert M
Series 63, Series 65
Chula Vista, CA
Primerica Advisors
Robert Mckinney is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at AJM Packaging Corporation and PFS Investments Inc, alongside seven years of service in the US Navy. Outside of his advisory work, he manages a motivational physical fitness business and works as an Instacart shopper. 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 discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.
John H
Series 63, Series 65
Chula Vista, CA
Primerica Advisors
John Hardin II is a financial advisor with Primerica Advisors in Chula Vista, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Primerica Advisors since 1998 and has prior experience with organizations including San Pasqual Academy and New Alternatives Group Home. Outside of his advisory role, he is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure while maintaining oversight of its investment models.
George L
Series 63, Series 65
Chula Vista, CA
Primerica Advisors
George Lafear Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. His work history includes multiple tenures at Primerica Advisors, as well as roles at the University of Redlands and Morongo Casino Resort and Spa. He is involved in sales of investment-related products and home security and automation services through Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by third parties and supports trade execution and custody through BNY Mellon Advisors and Pershing.
Robert M
Series 63, Series 65
Chula Vista, CA
Primerica Advisors
Robert Mcclinton is a financial advisor with Primerica Advisors in Spring Valley, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated 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 uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.
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