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Richard S
Series 63, Series 65
Louisville, KY
Primerica Advisors
Richard Sneed is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 credentials and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, he is the founder of Good Samaritan, Inc. Primerica Advisors provides 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 uses third-party asset managers and emphasizes a tiered wrap-fee structure while maintaining oversight of its investment models.
James H
Series 63, Series 65
Louisville, KY
Primerica Advisors
James Hatcher is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes long-term roles at PFS Investments Inc and Primerica Financial Services, as well as a brief tenure at Wilson & Muir Bank. Outside of finance, he is involved in creative pursuits such as music, comedy, writing, and recording, with works available on platforms like iTunes and Amazon, and he is affiliated with Go 90 Grow Training Solutions LLC. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients, through a wrap-fee asset management program that utilizes model-driven strategies developed by unaffiliated asset managers.
Michael A
Series 63, Series 65
Louisville, KY
Primerica Advisors
Michael Ashabraner is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and 9 years of industry experience. He has worked with Primerica Financial Services since 2010 and has been with Primerica Advisors since 2019. Outside of advisory work, he manages office operations for a senior vice president at PFS Investments and is involved in referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.
Lizet Constanza M
Series 63, Series 65
Louisville, KY
Primerica Advisors
Lizet Constanza Mueller is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 credentials and six years of industry experience. Her prior roles include working at the U.S. Census Bureau and tutoring in Aristotle and critical thinking. She is the founder, vice president, and treasurer of the Saint Michael Foundation for Polyphony & Chant, a nonprofit organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients via a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.
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