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Eric H

Series 63, Series 65

Griffin, GA

Primerica Advisors

Eric Hoffman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory work, he owns and instructs at Griffin Tae Kwon Do. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by third parties and supports accounts with BNY Mellon Advisors and Pershing custody services.

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

Series 63, Series 65

Griffin, GA

Primerica Advisors

William Thomas is a financial advisor with Primerica Advisors in Griffin, GA, holding Series 63 and Series 65 designations and possessing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Prior to his financial career, he was employed by Dekalb County Schools for 17 years. Outside of advisory services, he also receives compensation for sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap fee basis.

ESG / Sustainable investing Tax-loss harvesting Income planning
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