Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Bokah W
Series 63, Series 65
Owings Mills, MD
Primerica Advisors
Bokah Worjoloh is a financial advisor with Primerica Advisors in Reisterstown, MD, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at Primerica Financial Services since 2003 and has a background in commercial construction from 2014 to 2017. Worjoloh also owns Worjoloh Financial Solutions Corp., an entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered percentage-based wrap fee structure.
Stacey H
Series 63, Series 65
Owings Mills, MD
Primerica Advisors
Stacey Hampton is a financial advisor with Primerica Advisors in Owings Mills, MD, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles at Healthcare Access Maryland and PFSI Investment Inc., alongside her ongoing tenure with Primerica Financial Services. Outside of her advisory work, she serves as a clinical supervisor for All Walks of Life in Baltimore. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while utilizing a tiered wrap-fee structure.
Patrice Wells S
Series 63, Series 65
Owings Mills, MD
Primerica Advisors
Patrice Wells Sowah is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. She has worked with PFS InvestmentS Inc. since 2009 and was employed by the State of Maryland Department of Juvenile Services from 2008 to 2019. Her business activities include the sale of investment-related products and referral of home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
Gordon M
Series 63, Series 65
Owings Mills, MD
Primerica Advisors
Gordon Margerum is a financial advisor with Primerica Advisors in Owings Mills, MD, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2001. In addition to advisory activities, he is involved in sales of mortgage loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors manages 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 uses model-driven investment strategies and partners with third-party asset managers and custodians to deliver its advisory services.
Ellis B
Series 63, Series 65
Owings Mills, MD
Primerica Advisors
Ellis Barksdale is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and 23 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2003 and previously was employed by Baltimore County Public Schools from 2015 to 2018. In addition to advisory work, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies and discretionary account options supported by third-party asset managers and custodians.
Beth P
Series 65, Series 63
Owings Mills, MD
Primerica Advisors
Beth Petterson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. Her work history includes roles at PFS Investments Inc., Primerica Financial Services, and multiple medical centers. 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 scale with thousands of advisors and offices, delivering advisory services through model-based recommendations managed by unaffiliated asset managers.
Eric R
Series 65, Series 63
Owings Mills, MD
Primerica Advisors
Eric Ross is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has two years of industry experience and prior service in the U.S. Air Force spanning eight years. Additionally, he is involved in the sale of loan products and home-related services through affiliated companies. 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 employs model-based investment strategies managed by third parties and supports account custody and trade execution through established financial services providers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters