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Derrick S

Series 65, Series 63

Schererville, IN

Primerica Advisors

Derrick Span is a financial advisor at Primerica Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Primerica Financial Services and PFS Investments Inc. in various capacities. Outside of advisory work, he is a partner in an investment-related business and engages in referrals for home security and automation products. Primerica Advisors sponsors 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-delivery strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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