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Claudette T
Series 63
Gretna, LA
Primerica Advisors
Claudette Tull is a financial advisor with Primerica Advisors in Gretna, LA, holding a Series 63 designation and bringing 20 years of industry experience. She has been with Primerica Advisors since 2001 and Primerica Financial Services since 1996. Outside of advisory work, she is involved in the sale of home-related products and services through Primerica Mortgage, LLC and affiliated companies. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.
Tina W
Gretna, LA
Primerica Advisors
Tina Wilson is a financial advisor with Primerica Advisors in Gretna, LA, holding 16 years of industry experience. She has been with Primerica Advisors since 2008 and has also worked with Primerica Financial Services since 2007. In addition to her advisory role, she receives non-investment related compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and oversees model implementation with a wrap-fee structure, focusing on individual rather than institutional portfolio management.
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