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John B

Series 63, Series 65

Danville, KY

Primerica Advisors

John Bell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at Primerica Advisors since 1985 and Primerica Financial Services since 1991. His prior experience includes roles at GP Dental and PreXion Inc. Bell also receives compensation for sales and referrals related to home loan products and home security services 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 discretionary separately managed accounts. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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