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Nathaniel D
Series 63, Series 65
Fort Valley, GA
Primerica Advisors
Nathaniel Davis is a financial advisor with Primerica Advisors in Fort Valley, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1997. In addition to his advisory work, he is the sole owner of Davis and Associates, a tax preparation business. 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 under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.
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