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Henry D

Series 63

Mandeville, LA

Primerica Advisors

Henry Deharde is a financial advisor with Primerica Advisors in Mandeville, LA, holding a Series 63 designation and 19 years of industry experience. He has worked at PFS Investments Inc. since 2006 and has been affiliated with Primerica Financial Services since 2000. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and portfolio implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Dominick P

Series 63

Mandeville, LA

Primerica Advisors

Dominick Puipuro Jr. is a financial advisor with Primerica Advisors in Mandeville, LA, holding a Series 63 designation and 34 years of industry experience. He has been with Primerica Advisors since 1993 and with Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. 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. The firm curates third-party asset managers and employs an independently monitored manager-selection process.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Daryn H

Series 65, Series 63

Mandeville, LA

Primerica Advisors

Daryn Hope is a financial advisor with Primerica Advisors in Mandeville, LA, holding Series 63 and Series 65 licenses and one year of industry experience. He served at the Department of Homeland Security for over 20 years before transitioning to financial services. In addition to advisory work, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies and discretionary management with support from BNY Mellon Advisors and Pershing. The firm operates at scale with nearly 4,000 advisors and approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Ryan R

Mandeville, LA

Primerica Advisors

Ryan Rivers is a financial advisor with Primerica Advisors in Mandeville, LA, holding 18 years of industry experience. His work history includes roles at Feliciana Home Health and North Oaks Hospital, alongside long-term involvement with PFS Investments Inc. and Primerica Financial Services. In addition to advisory services, he engages in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers 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 curates third-party asset managers and employs a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Daniel C

Series 66

Mandeville, LA

Primerica Advisors

Daniel Carter Jr. is a financial advisor with Primerica Advisors, holding a Series 66 designation and five years of industry experience. His career includes roles at Zion Capital LLC, Metaire Bank And Trust, Fidelity Bank, Edward Jones, and operating as a sole proprietor. Outside of advising, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm primarily utilizes model-delivery strategies created by unaffiliated asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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