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Mouveleane C
Series 63, Series 65
Memphis, TN
Primerica Advisors
Mouveleane Cook is a financial advisor with Primerica Advisors in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Primerica Advisors since 1999 and with Primerica Financial Services since 1994. In addition to advisory work, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.
Steve S
Series 63, Series 65
Memphis, TN
Primerica Advisors
Steve Stokes is a financial advisor with Primerica Advisors in Memphis, TN, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1982 and has been involved with Boulevard Church of Christ since 2013. Outside of advising, he receives compensation for referrals related to home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.
Joseph R
Series 65, Series 63
Memphis, TN
Primerica Advisors
Joseph Reyes is a financial advisor with Primerica Advisors in Memphis, TN, holding Series 65 and Series 63 licenses and possessing seven years of industry experience. He has worked with Primerica Financial Services since 2017 and PFS Investments Inc. since 2018. Outside of advising, Reyes is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. and Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering advisory services based on model portfolios managed by third parties and supported by BNY Mellon Advisors and Pershing for trade execution and custody.
Eric S
Series 63, Series 65
Memphis, TN
Primerica Advisors
Eric Simmons is a financial advisor with Primerica Advisors in Memphis, TN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with PFS Investments Inc. since 2015 and has been involved with Saint James Church of God in Christ since 2013. Outside of his advisory role, Simmons receives compensation for referrals related to home security, automation products, and mortgage loan sales through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily 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, with model implementation delegated to BNY Mellon Advisors.
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