Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Daniel J
Series 63, Series 65
San Antonio, TX
Primerica Advisors
Daniel Joyce is a financial advisor at Primerica Advisors with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 1993. In addition to his advisory role, he works as an accountant for Renaissance Interests and has been involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.
Timothy T
Series 63, Series 65
San Antonio, TX
Primerica Advisors
Timothy Trigg is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes over three decades at USAA Investment Management Company and roles at PFS Investments Inc. and Compex Legal. Outside of advising, he is involved in reselling physical goods online. Primerica Advisors provides 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 offers a tiered wrap-fee structure as part of its investment approach.
Elizabeth S
Series 63, Series 65
San Antonio, TX
Primerica Advisors
Elizabeth Salas is a financial advisor at Primerica Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2007. In addition to her advisory role, she receives compensation for the sale of loan products and referrals of home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by third parties. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.
Jeffery H
Series 63, Series 65
San Antonio, TX
Primerica Advisors
Jeffery Harris is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1992. Outside of advisory services, he is involved in sales related to loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-driven investment strategies and provides advisory services through a large network of financial advisors.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's 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