Clyde Wells II is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and has been retired since 2011. His other business activities include part-time sales of loan products and home security and automation services referrals through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment services.

Eric Hale is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 designations and 16 years of industry experience. His prior work includes roles at BNSF Railway and Prairie Band Casino & Resort. He also engages in sales of investment-related products and receives compensation from affiliated companies for mortgage and home service referrals. 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 operates at a large scale with nearly 3,700 advisors, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Randy Long is a financial advisor with Primerica Advisors based in Overland Park, KS, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. He has worked with PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. He also has a long tenure at Phase III Marketing, spanning nearly four decades. In addition to his advisory role, he receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for referrals related to home security, automation, and loan products. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies created by third-party asset managers and supports trade execution and custody through Pershing with oversight by BNY Mellon Advisors.

Dale Raymond is a financial advisor with Primerica Advisors in Lenexa, KS, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1987. In addition to his advisory role, he is involved in the sale 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 account options. The firm curates third-party asset managers and provides a wrap-fee solution rather than institutional pension or profit-sharing plan management.

George Raymond is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 credentials and six years of industry experience. He has been with Primerica Advisors since 2019 and has a longer tenure with Primerica Financial Services dating back to 2002. Outside of his advisory role, he 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, utilizing third-party asset managers and model-delivery strategies for individual and high-net-worth clients, primarily on a wrap-fee basis.

David Pollard is a financial advisor with Primerica Advisors in Overland Park, KS, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Primerica Financial Services since 2006 and PFS Investments Inc. since 2008. 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-based strategies and a limited number of separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.