Ted Perry is a financial advisor with Primerica Advisors in Mesquite, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at Fiesta Mart, Inc. from 2008 to 2020 and ongoing positions with PFS Investments Inc. and Primerica Financial Services since 2000 and 2002, respectively. Outside of his advisory work, he has worked as a Lyft driver in San Francisco. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Diana Farrar is a financial advisor with Primerica Advisors in Carrollton, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2004. Farrar is also a contracted author with AuthorHouse Publishing Company in Carrollton. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process to implement its investment models.

Nick Lamb is a financial advisor with Primerica Advisors in Rowlett, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in selling non-investment products such as home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which features model-delivery strategies and selectively managed accounts under a wrap-fee structure. The firm emphasizes third-party asset manager selection and oversight, utilizing BNY Mellon Advisors for model implementation and custody services.

Clarence Goforth is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of C & D GoForth, Inc., a business formed for Primerica purposes. 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 within a wrap-fee structure.