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Christopher J

Series 63, Series 65

Pontotoc, MS

Primerica Advisors

Christopher Jones is a financial advisor with Primerica Advisors in Amory, MS, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of advisory work, he is involved in sales of loan products and home security and automation 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 accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Raymond H

Series 63, Series 65

Pontotoc, MS

Primerica Advisors

Raymond Hisaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Primerica Advisors since 2021 and previously held roles at Gates Rubber Co. and Sonoco Products. Hisaw is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, alongside corporate and charitable clients. The firm deploys model-based investment strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Shelle R

Series 63, Series 65

Pontotoc, MS

Primerica Advisors

Shelle Ramage is a financial advisor with Primerica Advisors in Pontotoc, MS, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of her advisory role, she is the owner and president of Ramage Enterprises, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary 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, with portfolio management and trading delegated to established custodians and advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Christopher M

Series 63, Series 65

Pontotoc, MS

Primerica Advisors

Christopher Mccrory is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with Primerica Advisors since 2020 and also has a background in education, having taught at multiple high schools since 2014. In addition to financial advising, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and operates through a large network of advisors, with approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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