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Chandler E

Series 66

Mobile, AL

Primerica Advisors

Chandler Edwards is a financial advisor at Primerica Advisors with two years of industry experience. He holds a Series 66 designation and has prior experience at LPL Enterprise, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of financial advising, he is involved in project management and workforce planning through his role at Solar Chauffeur LLC. 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 entities. The firm offers model-driven investment strategies supported by third-party asset managers and focuses on advisory services rather than institutional portfolio management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Kendall F

Series 63, Series 65

Mobile, AL

Primerica Advisors

Kendall Franks is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2021 and previously spent six years at the University of Alabama. Outside of his advisory role, he is involved in the sale of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee basis.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Thomas K

Series 65, Series 66, Series 63

Mobile, AL

Primerica Advisors

Thomas Kelly is a financial advisor with Primerica Advisors in Mobile, Alabama, holding Series 63, 65, and 66 licenses and having eight years of industry experience. He has been with Primerica Advisors since 2019 and worked with Primerica Financial Services since 2013. In addition to his financial career, Kelly has been involved with Saraland City School since 2010. Primerica Advisors is a large firm primarily serving individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies from third-party asset managers and discretionary separately managed account options.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Durward J

Series 63, Series 65

Mobile, AL

Primerica Advisors

Durward Johnson III is a financial advisor with Primerica Advisors in Mobile, Alabama, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has worked with Primerica Financial Services and Primerica Advisors since 1987. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated 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 separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jaleel P

Series 63, Series 65

Mobile, AL

Primerica Advisors

Jaleel Payne is a financial advisor with Primerica Advisors in Mobile, Alabama, holding Series 63 and Series 65 licenses with seven years of industry experience. His background includes roles at University of South Alabama, PFS Investments Inc., and Primerica Financial Services. He is also the owner of SNS Notary LLC, a part-time notary service in Mobile. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and provides trade execution and custody services through established financial institutions.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Ellen M

Series 63, Series 65

Mobile, AL

Primerica Advisors

Ellen Marler is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has worked with Primerica Advisors since 1986 and has served on the Baldwin County Board of Education since 2001. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, featuring model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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