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Felicia T

Series 63, Series 65

Houston, TX

Primerica Advisors

Felicia Taylor is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2006. In addition to her advisory role, she is involved in sales of loan products and home-related services through affiliated companies and owns FelMar & Associates, Inc., which operates primarily for Primerica business purposes. 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. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.

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

Series 65, Series 63

Houston, TX

Primerica Advisors

Tamara Mcfarland Wilson is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and 14 years of industry experience. Her background includes roles at PFS Investments, Inc., Primerica Financial Services, and Westlake Chemical Corporation, spanning over a decade in each. 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 operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, offering model-driven investment strategies supported by third-party asset managers and custodians.

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

Series 65, Series 63

Houston, TX

Primerica Advisors

Philip Turner is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 credentials and five years of industry experience. His work history includes roles at Datasite, LLC., Primerica Financial Services, and Worldpay from FIS. Outside of advisory services, he is involved in sales of loan products through Primerica Mortgage and refers home security and automation services with a Primerica affiliate. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed mainly by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing, focusing on advisory services rather than institutional portfolio management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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