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Charlotte D
Series 65, Series 63
Cranston, RI
Primerica Advisors
Charlotte Doherty is a financial advisor with Primerica Advisors in Cranston, RI, holding Series 65 and Series 63 licenses and having four years of industry experience. She has worked with Primerica Financial Services since 2000 and spent 14 years at Cumberland Public School. Outside of advising, she is involved in sales of home-related products and services through Primerica-affiliated companies. Primerica Advisors is a large institutional firm serving primarily individual investors and some corporate and charitable clients through a wrap-fee asset management program. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers various portfolio approaches, including recently added cryptocurrency ETF allocations.
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