Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Tory H

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Tory Hunter is a financial advisor with Primerica Advisors in Douglasville, GA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with PFS Investments Inc. since 2014 and has been affiliated with Primerica Financial Services since 2001. Outside of his advisory role, Hunter co-founded The Hunter Associates Group, where he is involved in motivational speaking and self-improvement life coaching. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Kathryn M

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Kathryn Montcalm is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. Her prior roles include positions at Ridley International Inc. and ongoing work with PFS Investments Inc. She is also involved with Post Oak Baptist Church. In addition to advisory services, she receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Brett W

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Brett Wooten is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Landmark Financial, KSA, BW Holdings LLC, and PFS Investments, Inc. He is involved in sales of investment-related products and also receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Richard G

CFP®, Series 63, Series 65

Smyrna, GA

Primerica Advisors

Richard Goodloe Jr. is a financial advisor with Primerica Advisors in Smyrna, GA, holding CFP®, Series 63, and Series 65 credentials with four years of industry experience. He has previously worked with Landmark Financial Group, PFS Investments Inc., and Primerica Financial Services. Outside of advisory activities, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale institutional firm managing approximately $15.5 billion in assets, primarily serving individual investors, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-driven strategies and discretionary management supported by third-party custodians and overlay managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Jeffrey V

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Jeffrey Vach is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to his advisory roles, he worked at Lockheed Martin for 26 years. Outside of finance, he co-owns a Bruster's Ice Cream franchise in Marietta, Georgia, where he assists with strategic planning on a limited basis. Primerica Advisors manages a wrap-fee asset management program primarily for 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 with nearly 3,700 advisors and approximately $15.5 billion in assets under management, providing advisory services that rely largely on model-driven strategies developed by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Roderick S

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Roderick Stovall is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of his advisory role, he is the owner of Financial Ascension Specialists, LLC, an entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trading and custody. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

David L

Series 63, Series 65

Smyrna, GA

Primerica Advisors

David Lee is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior work includes roles at Epiq Systems, Marietta City Schools, Kelly Education Services, Sykes Enterprises, Inc., PFS Investments Inc., and Teradata Corporation. He is also involved in the sale of loan products and home-related services through affiliated companies of PFS Investments Inc. Primerica Advisors is a large-scale institutional firm that manages a wrap-fee asset management program primarily for 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 developed by unaffiliated asset managers and offers advisory services supported by third-party custodians and overlay managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Fred M

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Fred Miles is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His work history includes roles at Primerica Financial Services, PFS Investments Inc., Health Quest America, and Landmark Financial Group. Outside of advisory, he is involved in sales of investment-related products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Christopher W

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Christopher Woods is a financial advisor with Primerica Advisors in Kennesaw, GA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2001. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Richard R

Series 65, Series 63

Smyrna, GA

Primerica Advisors

Richard Richmond is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and having five years of industry experience. His prior work includes a decade at AT&T and concurrent roles with Landmark Financial Group and Primerica Financial Services. In addition to advisory services, he is involved in the sale of home security and automation products as well as loan product referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports portfolio execution with custodial services from Pershing and overlay management by BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Thomas H

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Thomas Hunter is a financial advisor at Primerica Advisors with over 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica Advisors since 2005, alongside leadership roles at The Legacy Advisory Firm, LLC and Hunter & Assoc. Advisory Firm LLC. Outside of his advisory work, he is a member of The Crabby Hunter, LLC, an entity unrelated to investment services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Paul S

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Paul Sherk is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1996 and is also associated with Ridley International Inc. since 1998. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs a curated selection of third-party asset managers and utilizes a tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Susan M

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Susan Mcqueen is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. She previously worked at Eversheds Sutherland (US) LLP and Sutherland Asbill & Brennan. In addition to her advisory role, she 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 separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Pinckney R

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Pinckney Ridley is a financial advisor with Primerica Advisors in Roswell, GA, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been associated with Primerica Financial Services and its affiliated firms since 2000 and operates Ridley International Inc. since 2007. In addition to advisory services, Ridley is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Patrick M

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Patrick Mcclellen is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials. He has been with Primerica since 2025 and previously worked in software and media companies, including Thompson Software Solutions Inc. and Vodel Media Inc. Outside of his advisory role, he serves as CEO and consultant for McClellen Enterprises Inc., a non-investment related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, focusing on individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm employs third-party asset managers and custodians, providing a tiered wrap-fee structure and maintaining oversight of its investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Nicholas S

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Nicholas Strother is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes positions at Primerica Financial Services and PFS Investments Inc., along with involvement in N.E.S. Construction Inc. since 2015. Primerica Advisors offers 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 utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Yanique E

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Yanique Elliston is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 credentials and two years of industry experience. She has worked at Primerica Advisors since 2023 and is involved with Landmark Financial Group. Outside of her advisory role, she serves as a teaching artist for Art With a Heart in Baltimore, committing significant time to the organization. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Jatzel G

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Jatzel Gonzalez Lopez is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, Lopez has worked with Landmark Financial Group, Primerica Financial Services, Lockheed, and Sears Home Services. Outside of advisory duties, Lopez is involved in sales of investment-related products through Landmark Financial and also engages in part-time referrals for home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Ashley W

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Ashley Wood is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has been with Primerica Advisors since 2013 and has worked at Primerica Financial Services since 2012. In addition to her advisory role, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based investment strategies and separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Larry G

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Larry Goodwin Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Brandon S

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Brandon Sims is a financial advisor with Primerica Advisors in Smyrna, GA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has worked at Primerica Advisors since 1996 and has held roles at Landmark Financial, Look Ahead America, Wolters Kluwer Tax & Accounting, and CCH Small Firm Services. He is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-driven investment strategies supported by third-party asset managers and custodial services. The firm focuses on individual investors rather than institutional portfolio management or pension plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Kevin I

Series 65, Series 63

Smyrna, GA

Primerica Advisors

Kevin Issahaku is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Landmark Financial Group, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory work, he coaches soccer for the Concorde Fire Soccer Club in Atlanta. Primerica Advisors sponsors and 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 operates on a large scale with thousands of advisors and offices, delivering advisory services through model-based strategies supported by third-party managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Nakia L

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Nakia Lawson is a financial advisor with Primerica Advisors in Decatur, GA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has been with Primerica Advisors since 2015 and was previously with Primerica Financial Services starting in 2014. Outside of her advisory role, Lawson is the owner of Nubian Holding LLC and engages in public speaking as a former athlete. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and oversees portfolio implementation with an emphasis on tiered percentage-based fees and ongoing manager evaluation.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar
firm logo

Michael C

Series 63, Series 65

Smyrna, GA

Primerica Advisors

Michael Crawford is a financial advisor with Primerica Advisors in Marietta, GA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Primerica Advisors since 1983 and Ridley International Inc. since 1994. Outside of advisory services, he is involved in the sale of home security and automation products through referrals with affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, focusing on individual investors rather than institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
Warmer team member

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.

Find your advisor

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")