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Daniel D
Series 63, Series 65
Knoxville, TN
Primerica Advisors
Daniel Deck is a financial advisor with Primerica Advisors in Knoxville, TN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, he serves as a minister and works part-time as a service dog trainer. 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 curates third-party asset managers and uses a tiered wrap fee structure for its services.
William S
Series 63, Series 65
Knoxville, TN
Primerica Advisors
William Stuart is a financial advisor with Primerica Advisors in Maryville, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1980. Outside of advisory work, he is involved with Steamboat Ski & Resort Corp., where he has had a role since 1978. 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 operates an exclusively percentage-based, tiered wrap fee structure.
Danny C
Series 63, Series 65
Knoxville, TN
Primerica Advisors
Danny Creswell is a financial advisor with Primerica Advisors in Farragut, Tennessee, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Primerica Advisors since 1981 and Primerica Financial Services since 1991. Outside of his advisory work, Creswell has operated Brannon Auto Sales since 1997 and boards horses at his personal residence. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.
Jonathan S
Series 63, Series 65
Knoxville, TN
Primerica Advisors
Jonathan Smith is a financial advisor with Primerica Advisors in Powell, TN, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Primerica Financial Services, PFS Investments Inc., and Src Inc since 2008 and 2010 respectively. Outside of his advisory role, Smith serves as an elder at Redemption Life Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors for model implementation.
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