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Dusty H
Series 63, Series 65
Miami Lakes, FL
Primerica Advisors
Dusty Havens is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked with PFSI Investments Inc. and Primerica Financial Services since 2018 and previously worked for Miami-Dade County Public Schools for five years. Outside of advisory services, 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 serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.
Aubrey M
Series 63, Series 65
Miami Lakes, FL
Primerica Advisors
Aubrey Middleton Jr. is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 63 and Series 65 designations and 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1999. Primerica Advisors sponsors and manages a wrap-fee asset management program 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 nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model recommendations created by unaffiliated asset managers and supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.
Kimberly S
Series 65
Miami Lakes, FL
Primerica Advisors
Kimberly Scott is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding a Series 65 credential and 14 years of industry experience. She has worked at PFS Investments Inc. since 2012 and has been with Primerica Financial Services since 2011. In addition to her advisory role, she is involved in sales of loan products and home security and automation referrals through affiliates of PFS Investments Inc. 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 services.
Lashanda R
Series 63, Series 65
Miami Lakes, FL
Primerica Advisors
Lashanda Ross is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having four years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services, and has over a decade of experience as a real estate agent with the National Association of Realtors. Outside of financial advising, Ross owns a property management business and is involved in real estate sales. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.
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