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Roy S
Series 65, Series 63
New Albany, IN
Primerica Advisors
Roy Saenz is a financial advisor with Primerica Advisors in New Albany, IN, holding Series 65 and Series 63 licenses and having 26 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since the late 1990s, alongside teaching positions at Indiana University and other institutions. Outside of his advisory work, he serves as a power of attorney and health care representative for a family member. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs a model-driven investment approach with discretionary management options, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.
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