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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, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at Fleetcor, Superior Communications, and PFS Investments Inc. In addition to his advisory work, he is involved in sales of loan products and home security and automation referrals through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, along with corporate and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and custodial services, focusing on a broad range of portfolios including recent additions such as cryptocurrency ETFs.

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

Series 63, Series 65

Murfreesboro, TN

Primerica Advisors

Cassandra Sanders is a financial advisor with Primerica Advisors in Murfreesboro, TN, holding Series 63 and Series 65 credentials with 19 years of industry experience. Her background includes six years with the Murfreesboro Police Department alongside over a decade in investment-related roles at PFS Investments, Inc. and Primerica Financial Services. She also acts as conservator for an individual, Maurice Price, since 2016. Primerica Advisors manages a wrap-fee asset management program serving primarily individual, corporate, and charitable clients, with investment strategies delivered mainly through model portfolios managed by unaffiliated asset managers. The firm supports its advisory services with custody and trade execution through Pershing, offering a range of model types including those incorporating cryptocurrency ETFs.

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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