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Ronald L

Series 63, Series 65

Louisville, KY

Primerica Advisors

Ronald Laughlin is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Primerica Financial Services and PFS Investments Inc. since 2000 and is involved with the YMCA and Port Royal Methodist Church. He also receives non-investment-related compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Timothy A

Series 63, Series 65

Louisville, KY

Primerica Advisors

Timothy Anderson is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at AmerisourceBergen, SGS Consulting, and Mora Construction Inc. He is a 49% partner in Vision CSP LLC and a member of Hope Rei LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients within a wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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