Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jeff B

Series 63

Houma, LA

Primerica Advisors

Jeff Brown is a financial advisor with Primerica Advisors based in Houma, Louisiana, holding a Series 63 designation and 38 years of industry experience. He has worked with Primerica since 1988 and Primerica Financial Services since 1991. Brown is a member of the Financial Council at St. Charles Borromeo Catholic Church. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets through a large network of nearly 3,700 advisors. The firm’s investment approach relies on model-delivery strategies managed by unaffiliated asset managers and incorporates various strategic, tactical, and income-distribution models.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Donald R

Series 63, Series 65

Houma, LA

Primerica Advisors

Donald Robinson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, Robinson is president of Don Robinson, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

James B

Series 63

Houma, LA

Primerica Advisors

James Boudreaux Jr. is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")