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Jeffrey S
Series 63, Series 65
Indianapolis, IN
Primerica Advisors
Jeffrey Seagrave is a financial advisor with Primerica Advisors in Indianapolis, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of his advisory role, he is involved in the sale of home security and automation products through referrals and mortgage loan products aligned with affiliated companies. 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 entities. The firm employs a model-driven investment approach supported by third-party asset managers and oversees approximately $15.5 billion in assets under management across nearly 3,700 advisors.
Tyler Z
Series 63, Series 65
Indianapolis, IN
Primerica Advisors
Tyler Zimmerly is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2011. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm uses third-party asset managers and emphasizes a percentage-based, tiered wrap fee structure.
Paul T
Series 63, Series 65
Indianapolis, IN
Primerica Advisors
Paul Turner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at KETER and Cobham. Outside of his advisory role, he serves as president of Business Improvement Group, Inc., a business consultation firm. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, primarily serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure.
Samantha H
Series 65, Series 63
Indianapolis, IN
Primerica Advisors
Samantha Harris is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. Her background includes roles in pharmaceuticals and retail, as well as part-time work related to investment and home service product sales affiliated with Primerica. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-driven investment strategies supported by third-party asset managers and custodians.
Justin B
Series 63, Series 65
Indianapolis, IN
Primerica Advisors
Justin Brown is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has worked at PFS Investments Inc. since 2012 and has been associated with Primerica Financial Services since 2001. In addition to his advisory work, Brown has served with the Lafayette Fire Department since 2010. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan management.
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