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

Mackenzie C

Series 65, Series 63

Mebane, NC

Primerica Advisors

Mackenzie Crawford is a financial advisor with Primerica Advisors in Mebane, NC, holding Series 65 and Series 63 licenses and eight years of industry experience. Prior to his current role, he worked with several organizations including Serco, Inc. and West Genesee School District. He is a co-owner of Why-Am-I Cattle Company, LLC, a non-investment related business based in Burlington, NC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional or pension clients.

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

Alex C

Series 65, Series 63

Mebane, NC

Primerica Advisors

Alex Crawford is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Primerica Advisors, he worked at PFS Investments Inc. He also serves in the U.S. Army and attended the United States Military Academy. Primerica Advisors is a large institutional firm managing a wrap-fee asset management program primarily for individual investors, utilizing model-delivery strategies from third-party managers and supporting trade execution and custody through established financial service providers.

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. ("Warmer")