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Sherley L
Series 65, Series 63
Newark, DE
Primerica Advisors
Sherley Legerme is a financial advisor with Primerica Advisors in Newark, DE, holding Series 65 and Series 63 licenses and with 13 years of industry experience. She has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. Outside of her advisory role, she is involved in the sale of home security and automation products as well as loan product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates on a large scale and primarily utilizes model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.
Evelyn D
Series 63, Series 65
Newark, DE
Primerica Advisors
Evelyn Davies is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. Her prior work includes roles at Northrop Grumman Systems Corporation and Accenture. She is also involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via 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.
Marc W
Series 63, Series 65
Newark, DE
Primerica Advisors
Marc Wilson is a financial advisor with Primerica Advisors in Newark, Delaware, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors since 2021 and has worked in related roles at Primerica Financial Services since 2020. Outside of his advisory work, he has been involved with Imhotep Institute Charter High School since 2001. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.
Kevin W
Series 65, Series 63
Newark, DE
Primerica Advisors
Kevin Washington is a financial advisor with Primerica Advisors in Newark, DE, holding Series 65 and Series 63 licenses and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies created by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management.
Awa N
Series 66, Series 63, Series 65
Newark, DE
Primerica Advisors
Awa Njie is a financial advisor with Primerica Advisors in Newark, Delaware, holding Series 66, 63, and 65 licenses, and has 15 years of industry experience. Prior to joining Primerica Advisors in 2019, Njie worked at J.P. Morgan Securities and Jpmorgan Chase. Outside of advisory duties, Njie serves as president of Smiling Coast Financial Services, LLC, an entity established for Primerica-related investment business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by third-party asset managers and supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.
Dawn A
Series 63, Series 65
Newark, DE
Primerica Advisors
Dawn Allen Pyne is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her career includes roles at Delaware Micro-Computer and ongoing service with the State of Delaware, alongside her tenure at Primerica Advisors since 2013. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. 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 in a wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.
Roderick H
Series 63, Series 65
Newark, DE
Primerica Advisors
Roderick Hausmann is a financial advisor with Primerica Advisors in Wilmington, DE, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Primerica Advisors since 1992 and also operates Hausmann & Associates LLC, a firm formed for Primerica business purposes. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while utilizing a tiered wrap-fee structure.
Norman F
Series 63, Series 65
Newark, DE
Primerica Advisors
Norman Felsen is a financial advisor with Primerica Advisors in Newark, Delaware, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at PFS Investments Inc. since 2013 and positions with Mast Companies, F.A.D. Management, and Seasons Pizza. In addition to investment-related activities, he participates in referral activities for home security and automation products through affiliated companies. 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 employs model-delivery strategies managed by third-party asset managers and supports accounts with custody and trade execution through Pershing, managing approximately $15.5 billion in assets under management through a large network of financial advisors.
Antoinette B
Series 65, Series 63
Newark, DE
Primerica Advisors
Antoinette Brooks is a financial advisor with Primerica Advisors in Newark, DE, holding Series 65 and Series 63 licenses and four years of industry experience. Her prior roles include positions at Keller Williams and Christiana Care Health System, and she has also worked with Primerica Financial Services since 1997. In addition to her advisory work, she is active as a part-time real estate salesperson. Primerica Advisors sponsors a wrap-fee asset management program primarily serving 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 strategies managed by unaffiliated asset managers and offers multiple advisory approaches supported by BNY Mellon Advisors and Pershing for execution and custody.
Kenneth J
Series 63, Series 65
Newark, DE
Primerica Advisors
Kenneth Johnson Sr. is a financial advisor with Primerica Advisors in Newark, DE, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes roles at PFS Investments Inc. and Primerica Financial Services, alongside service in the US Army Reserves from 2003 to 2018. Outside of advisory activities, he is an author for The Finance Highway and is the owner of Team Katalysts, LLC, a Primerica-affiliated entity. Primerica Advisors is a large institutional firm serving individual, corporate, and charitable clients through a wrap-fee asset management program. The firm employs model-based investment strategies primarily managed by third-party asset managers and supports accounts through custodians such as Pershing, focusing on client advisory rather than direct institutional portfolio management.
Andrew T
Series 65, Series 63
Newark, DE
Primerica Advisors
Andrew Turner is a financial advisor with Primerica Advisors in Newark, DE, holding Series 65 and Series 63 licenses and seven years of industry experience. His background includes roles at Federal Resources and United Parcel Service, and he is the owner of a startup business in the family entertainment industry. He also engages in part-time referral activities for home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients, operating at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management. The firm offers advisory services based on model-delivery strategies developed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.
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