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Carlton F

Series 65, Series 63

Duluth, GA

Primerica Advisors

Carlton Ford is a financial advisor at Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior work includes roles at Ford Motor Company, Schneider Electric, Southern Company, and Incomm Inc. He is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors provides 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 unaffiliated asset managers and supports accounts with custodial services from Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Regina D

Series 65, Series 63

Duluth, GA

Primerica Advisors

Regina Doby is a financial advisor with Primerica Advisors in Duluth, GA, holding Series 65 and Series 63 designations and eight years of industry experience. Her work history includes roles at PFS Investments Inc., Primerica Financial Services, Harry Morse, LLC, Duncan & Sevin, LLC, Covenant House, and Doby Accounting Services, LLC. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm delivers advisory services through a large network of advisors, using model-based investment strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
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