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Nathaniel A
Series 63, Series 65
Salt Lake City, UT
Primerica Advisors
Nathaniel Allen is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica since 2001. In addition to his advisory role, he is involved in sales of loan products and home security 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 employs model-driven investment strategies supported by third-party asset managers and custodial services, with approximately $15.5 billion in assets under management.
Craig C
Series 63, Series 65
Salt Lake City, UT
Primerica Advisors
Craig Corbett is a financial advisor with Primerica Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has been with Primerica Advisors since 1998 and with Primerica Financial Services since 1997. Outside of his advisory role, he has been involved in sales of home security and automation products through affiliated companies and previously served as a team manager for a local soccer club. 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 operates at scale and delivers model-based advisory services supported by third-party asset managers, focusing on a range of strategic and tactical investment approaches.
Douglas M
Series 63, Series 65
Salt Lake City, UT
Primerica Advisors
Douglas Magby is a financial advisor with Primerica Advisors in Salt Lake City, UT, holding Series 63 and Series 65 licenses and having four years of industry experience. He has been affiliated with Primerica Financial Services since 1997 and owns White Hat Lawn Care, a non-investment business based in West Valley, UT. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.
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