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Lance K
Series 63, Series 65
Keller, TX
Primerica Advisors
Lance Kerr is a financial advisor with Primerica Advisors in Bridgeport, TX, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1993. Outside of his advisory role, he is the owner of LSK Farms, a wedding and events venue. 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 within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, maintaining oversight of investment models and fee arrangements.
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