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Brian M

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

Brian Moore is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing one year of industry experience. He has been with Primerica Advisors since 2024 and has prior experience at Primerica Financial Services and G&C Foods. Outside of investment advisory, he is involved in the sale of loan products and home security and automation 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 employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Mario C

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

Mario Cortes is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His work history includes roles at Fleetcor and Superior Communications, alongside long-term involvement with PFS Investments Inc. and Primerica Financial Services. He also engages in sales of investment-related products and receives compensation for referrals related to mortgage and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and utilizes third-party asset managers overseen by an independent due-diligence consultant.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Cassandra S

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

Cassandra Scott is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Her background includes service with the Murfreesboro Police Department from 2011 to 2017 and a long tenure with PFS Investments, Inc. She is also a conservator for an individual, a role she has held since 2016. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Randy B

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

Randy Barnum is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked with Primerica Advisors since 2018 and owns Barnum Enterprises, a separate business unrelated to investments. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies and discretionary management supported by third-party custodians and overlay managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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