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Vishnu P

Series 63, Series 65

Houston, TX

Primerica Advisors

Vishnu Persaud is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2000. Outside of advising, Persaud is involved in the sale of loan products and home-related services through affiliated companies and owns a vacation home rental business in Galveston, TX. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on a tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Homero G

Series 63, Series 65

Houston, TX

Primerica Advisors

Homero Guerra is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he spent 29 years at the American Bureau of Shipping. Outside of finance, he owns HM Residential Services LLC, a home services business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm employs an independent due-diligence process to select asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Walter S

Series 63, Series 65

Houston, TX

Primerica Advisors

Walter Sticker is a financial advisor at Primerica Advisors in Killeen, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Primerica Financial Services, Tim Thompson/Farmers Insurance, Combined Insurance, and AFlac. Outside of his advisory work, he serves as a sports official for the Texas State Officials Association, committing approximately 16 hours per month. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure while maintaining oversight of model selection and implementation.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brandon S

Series 63, Series 65

Houston, TX

Primerica Advisors

Brandon Saxton is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors since 2013 and previously worked at Baylor College of Medicine from 2009 to 2022. Outside of his advisory role, he is involved in a mineral interests business. 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 with a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Warren M

Series 63, Series 65

Houston, TX

Primerica Advisors

Warren Mayfield is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Primerica Advisors since 2008 and also works with Primerica Financial Services. Outside of his advisory role, he owns Computer Nutt, a computer restoration business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plan management.

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

Series 63, Series 65

Houston, TX

Primerica Advisors

William Todd is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at PFS Investments, Inc. since 2009 and has been associated with Primerica Financial Services since 2006. Outside of investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients, operating under a tiered wrap-fee structure and utilizing third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Robert H

Series 63, Series 65

Houston, TX

Primerica Advisors

Robert Hughes is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and over 20 years of industry experience. He has been with Primerica Advisors and related entities since 2004 and has also worked at Walmart since 2016. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Timothy B

Series 63, Series 65

Houston, TX

Primerica Advisors

Timothy Bonura II is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2008. In addition to his advisory role, he is involved in sales of loan products through Primerica Mortgage, LLC, and refers clients part-time for home security and automation services via a related affiliate. Primerica Advisors manages 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 entities. The firm employs model-delivery strategies from third-party asset managers and supports trade execution and custody through Pershing, focusing on client advisory services rather than institutional portfolio management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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David M

Series 63, Series 65

Houston, TX

Primerica Advisors

David Myslenski is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 registrations and three years of industry experience. His prior work includes roles at CAM Industrial Solutions, Tier 1 Integrity, PFS Investment Inc., Penhall Company, and Total Safety. Outside of his advisory work, he serves as a discipline coach in Seabrook, Texas. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm’s investment approach relies on model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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