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Richard A

Series 63, Series 65

Ridgeland, MS

Primerica Advisors

Richard Adair is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been associated with PFS Investments Inc. since 2007 and Primerica Financial Services since 1987. His other business activities include compensation from affiliated companies for sales of loan products and referrals for home security and automation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio implementation managed by BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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