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George A

Series 63, Series 65

Dothan, AL

Primerica Advisors

George Adams is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Primerica Financial Services since 2015 and has held positions at Metrostar Systems, Teksynap, and L-3 Army Fleet Support. Outside his advisory role, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight of model offerings and portfolio implementation.

ESG / Sustainable investing Tax-loss harvesting Income planning
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William E

Series 65, Series 63

Dothan, AL

Primerica Advisors

William Evans is a financial advisor with Primerica Advisors in Dothan, Alabama, holding Series 65 and Series 63 credentials and 32 years of industry experience. He has been with Primerica since 1994 and was previously involved with B&G Enterprises for 30 years. Outside of his advisory role, he serves as the executor of the Audrey Dean Estate. 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 uses model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, operating at scale with approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Ronald Y

Series 63, Series 65

Dothan, AL

Primerica Advisors

Ronald Yarbrough is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2003 and at CMJ Financial Group since 2019. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven and separately managed account strategies within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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