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Timothy P

Series 65, Series 63

Plano, TX

Primerica Advisors

Timothy Pietrykowski is a financial advisor with Primerica Advisors in Plano, TX, holding Series 65 and Series 63 credentials and over 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. He served as a board member of Lapeer Assembly of God from 2011 to 2014 and also engages in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies and offers a range of portfolio models, including recent additions that invest in cryptocurrency-related ETFs.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Tarea D

Series 63, Series 65

Plano, TX

Primerica Advisors

Tarea Doty is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of advisory work, she owns TLC Executive Enterprises Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on non-institutional clients rather than pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Clay T

Series 63, Series 65

Plano, TX

Primerica Advisors

Clay Tuttle is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2006. In addition to his advisory role, he is involved in the sale 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 a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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