Wayne Lambert is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Primerica Advisors since 1984 and Primerica Financial Services since 1983. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, using model-delivery strategies developed by third-party asset managers.

Paul Conley is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 65 and Series 63 licenses and possessing two years of industry experience. His prior work includes roles with YMCA, PFS Investments Inc., Primerica Financial Services, the Texas Department of Transportation, New Beginnings International Church, and a 20-year career in the United States Navy. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services through a large network of advisors who implement model-driven investment strategies across various approaches, including recently added cryptocurrency ETF allocations.

Victoria Shankle is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2014. Outside of her advisory role, she works as a Lyft driver. 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 uses a tiered wrap fee structure for its investment solutions.

Cheryl Lamb is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked with PFSI Investment Inc. since 2018 and has been affiliated with James Jamb, Inc. and Primerica Financial Services since 2005. Outside of advisory roles, she is involved in the sale of home-related products and services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating under a tiered wrap-fee structure rather than fixed fees.

Michael Mounce is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. He has worked with PFS Investments Inc. since 2009 and Primerica Financial Services since 2008, and also operates M2M Consulting Associates. Outside of his advisory role, he is involved in the sale of loan products and home security and automation referrals through affiliates of his primary firms. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-driven strategies managed by third-party asset managers and supports account custody through Pershing, overseeing approximately $15.5 billion in assets under management.

Prince Awuah is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has a background that includes service with the US Public Health Service and the Food & Drug Administration. Outside of his advisory role, he is involved in sales of home security and automation products through a co-located affiliate of his firm. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs largely model-based investment strategies and supports trade execution and custody through third-party providers.

Nita Wallace is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of her advisory role, she receives compensation for referrals related to home security and automation products and holds oil and gas mineral rights. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Frank Trivett is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses. He has four years of industry experience, including ten years at Wells Fargo Bank NA. Outside of his advisory role, he works as a survey site measurer for an architectural firm in Fort Worth. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Philip Vidrine is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been associated with Primerica Financial Services since 1991 and Primerica Advisors since 1982. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and employs model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Richard Hancock is a financial advisor with Primerica Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with PFS Investments, Inc. since 2008 and Primerica Financial Services since 2001. Outside of advising, Hancock is the owner of Tapenvy.US, LLC and serves as treasurer and co-founder of Devs for Change Inc., a nonprofit organization. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm employs third-party asset managers and has a tiered wrap-fee structure with ongoing oversight of its model portfolios.

Scott Nordblom is a financial advisor with Primerica Advisors in Burleson, TX, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and receives income from a gas and mineral lease on his personal residence. 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 uses a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.