Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Ruby W

Series 63, Series 65

Lawrenceville, GA

Primerica Advisors

Ruby Wise Cooper is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 63 and Series 65 registrations and 13 years of industry experience. Her work history includes roles at the Internal Revenue Service and PFS Investments Inc., alongside her longstanding affiliation with Primerica Financial Services. Outside of her advisory work, she has been involved in real estate as an agent with Virtual Properties Realty. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options in a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering a range of strategic investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Ronald M

Series 63, Series 65

Lawrenceville, GA

Primerica Advisors

Ronald Mims is a financial advisor with Primerica Advisors in Lawrenceville, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Financial Services since 1993 and Primerica Advisors since 1997. Outside of advisory work, 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, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on retail clients rather than institutional or pension plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Glennis R

Series 66, Series 63

Lawrenceville, GA

Primerica Advisors

Glennis Rose II is a financial advisor with Primerica Advisors, holding Series 66 and Series 63 credentials and 34 years of industry experience. His career includes multiple periods with Primerica Advisors as well as roles at Nationwide Investment Services Corporation and LPL Financial. He is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily 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 managed by third-party asset managers and supports accounts with BNY Mellon Advisors and Pershing custody services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Sebastian S

Series 63, Series 65

Lawrenceville, GA

Primerica Advisors

Sebastian Sanabria is a financial advisor with Primerica Advisors in Lawrenceville, GA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked at Berkmar High School and Killian Hill Christian School. In addition to his advisory work, he is involved in the sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm delivers advisory services through model-driven strategies and operates at scale with approximately 3,935 financial advisors and $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Libardo L

Series 66

Lawrenceville, GA

Primerica Advisors

Libardo Lopez is a financial advisor at Primerica Advisors with 22 years of industry experience and holds a Series 66 designation. His prior roles include positions at Clearbridge Investments, Citigroup Global Markets, and Anthem Securities. He was also involved with Start Church.Com in 2017. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and provides advisory services through a network of approximately 3,700 advisors and 1,800 offices.

ESG / Sustainable investing Tax-loss harvesting Income planning
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)