Gary Broughton is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 designations with six years of industry experience. Before joining Primerica Advisors in 2020, he worked for Market Source for nine years. His other business activities include part-time sales of loan products and home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program with model-based investment strategies supported by third-party managers and custodial services.

Christine Malik is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2015 and 2016, respectively, and previously held roles at RX To Go Pharmacy and Walgreens. Malik is also involved in referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors 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 manages approximately $15.5 billion in assets under management through a large network of advisors delivering model-based investment strategies supported by third-party asset managers and custodial services.

Mark Grunden is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses. He has one year of industry experience, including roles at Primerica Financial Services and DMR Insurance. Primerica Advisors is a large-scale firm serving individual investors as well as corporate and charitable clients through a wrap-fee asset management program that employs model-delivery strategies created by unaffiliated managers and offers a range of investment approaches including strategic, tactical, and tax-managed models.

Varkey Abraham is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. His background includes roles in real estate sales and investment-related product sales, alongside a long-standing position as a program manager at MD Anderson Cancer Center. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies supported by third-party asset managers.

Diamantina Araujo is a financial advisor with Primerica Advisors in The Woodlands, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Primerica Financial Services since 2010 and PFS Investments Inc. since 2011, and was employed at Ascension Press from 2012 to 2018. Outside of her advisory role, she serves as a notary public and volunteers as a monitor for court-ordered child visitations. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a percentage-based tiered wrap fee structure.

Thomas Wilson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors since 2004 and has worked with Primerica Financial Services since 2002. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with roughly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-based investment strategies supported by third-party managers and custodians.

John Pendergraft is a financial advisor with Primerica Advisors in League City, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been affiliated with Primerica Financial Services and PFS Investments, Inc. since 2005 and briefly worked at Apartment Life in 2018. Outside of advisory work, he participates in the BNI Leadership Team and Membership Committee. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited number of separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes an operational model with tiered wrap fees rather than fixed fees.

Charles Mendez is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2007 and also maintains a long-term role with Roche Diagnostics beginning in 1998. Outside of his advisory work, Mendez is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm focuses on curated third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Jaime Smith is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and has 13 years of industry experience. Jaime has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of advisory work, Jaime is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

David Weaver is a financial advisor at Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at PFS Investments Inc. since 2018 and has been with Primerica Financial Services since 2017. Weaver has also been involved with Satelytics from 2015 to 2020. Outside of advisory services, he receives compensation related to referrals for home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,935 advisors and $15.5 billion in assets under management. The firm emphasizes model-delivery investment strategies created by unaffiliated managers and operates with a focus primarily on individual investors rather than institutional or pension clients.

David Johnstun is a financial advisor with Primerica Advisors in Houston, TX, holding Series 66 and Series 65 credentials and 12 years of industry experience. His prior roles include positions with AIG Capital Services, Inc. and American General Life Insurance. Outside of his advisory work, he is also a part-time Uber driver. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven strategies developed by third-party asset managers.

Kelly Fuller is a financial advisor with Primerica Advisors in Houston, TX. She holds Series 65 and Series 63 credentials and has eight years of industry experience. Fuller has worked at Primerica Advisors since 2014 and also has a long-term role at Houston Community College. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors and uses model-delivery strategies developed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Andrew Benjamin is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior work includes roles at APEX Systems, Source Point, Inc., Ttec, and Invesco. Benjamin is also involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management 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 for its investment solutions.

Kelly Wilson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. Her career includes roles at Primerica Financial Services and DCJ Transport, among others. Outside of her advisory work, she has maintained a personal connection to health products through Shaklee Corporation, though she has not actively used these products since 2013. 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 account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on a tiered percentage-based fee model.

Zachary Greer is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and beginning his industry career in 2025. Prior to entering the financial services field, he worked in education at several schools from 2013 to 2022. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies and discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Edmund Hollub IV is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 63 and Series 65 credentials. Outside of financial advising, he has been involved with Modern Plumbing for over 15 years and participates in sales of home security, automation products, and loan products through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients. The firm employs model-based strategies and operates at scale with thousands of advisors and billions in assets under management.

Ryan Greer is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of his advisory role, he is involved in business activities including part-ownership in entities formed for Primerica-related purposes and receives compensation related to loan product sales and home security services referrals. Primerica Advisors is a discretionary portfolio manager that primarily serves individual investors, as well as corporate and charitable clients. The firm operates at scale, managing approximately $15.5 billion in assets through model-based investment strategies supported by third-party asset managers and custodians.