Nathaniel Ervin III is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been associated with Primerica Advisors since 1996 and with Primerica Financial Services since 1994. Outside of advisory services, he is involved in sales of investment-related products and non-investment referrals related to home security and automation through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-driven investment strategies and provides advisor-supported recommendations, overseeing approximately $15.5 billion in assets under management.

Dennis Synatschk is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63, 65, and 66 licenses and with 20 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2006. Outside of his advisory role, he operates an online sales business as an Amazon seller. 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. The firm curates third-party asset managers and provides a tiered wrap-fee structure for its investment services.

Angela Carrizales is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and six years of industry experience. She has been with Primerica Advisors since 2019 and also has experience with Pfsu and Humble ISD. Outside of her advisory role, she is involved in the sale of home security and automation products through affiliated companies and manages real estate investments as a member of Paving the Way Properties, LLC. Primerica Advisors is a large institutional firm that 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 utilizes model-delivery strategies managed by unaffiliated asset managers and provides custodial and trade execution services through Pershing.

Lindsey Broadwell is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses. She has over one year of experience in the financial services industry, including roles at PFS Investments Inc. and Primerica Financial Services, and previously worked at Chevron and ConocoPhillips. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Ramiro Carrizales is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Primerica Advisors since 2018 and previously worked at Insperity and several other firms. Outside of his advisory role, he is involved in real estate investing as the managing member of Paving The Way Properties LLC and serves as a co-trustee of C5 Acquisitions LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Nataly Serrano is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2020 and previously held roles at Ruben Luna PLLC and Downeast Outfiters. Outside of her advisory work, she serves as an administrative assistant for A-Plus Striping LLC, a construction services company. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Ron Lantier is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and five years of industry experience. He has worked at Primerica Advisors since 2020 and previously at Pinnacle from 2016 to 2019. Additionally, he has been associated with TEPCO since 2019 and Primerica Financial Services since 1996. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program that primarily serves individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Corey Allen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His background includes roles with Fort Bend ISD, Houston Community College, and involvement with Jean-Pierre & The Zydeco Angels. He participates in community organizations such as the Greater East Montgomery Chamber of Commerce and the Rotary Club. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven strategies and a limited selection of separately managed accounts. The firm employs a tiered wrap fee structure and curates third-party asset managers while overseeing model implementation and trading.

Lloyd Hecard Jr. is a financial advisor with Primerica Advisors in Kingwood, TX, holding Series 63 and Series 65 designations and with 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in non-investment business ventures including co-ownership of a restaurant through Hecard Ventures, LLC, and ownership of Roux Design Group, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Jacinto Villa is a financial advisor at Primerica Advisors based in Houston, TX, holding Series 63 and Series 65 licenses with eight years of industry experience. His work history includes roles at Tekplan Solutions, PFS Investments Inc, Primerica Financial Services, and Stanley CSS. He also engages in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by third-party asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.