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James H
Series 63, Series 65
Springfield, IL
Primerica Advisors
James Hunt is a financial advisor with Primerica Advisors in Springfield, IL, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been associated with PFS Investments, Inc. since 2006 and Primerica Financial Services since 2005. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. 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, with trading and custody services supported by BNY Mellon Advisors and Pershing.
Dana F
Series 63, Series 65
Springfield, IL
Primerica Advisors
Dana Frydenger is a financial advisor with Primerica Advisors in Springfield, IL, holding Series 63 and Series 65 licenses and eight years of industry experience. Her work history includes roles at AGCO Corporation, Austin Industries, PFS Investments Inc., Clearbrook, and Primerica Financial Services. She 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 discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.
Michael G
Series 63, Series 65
Springfield, IL
Primerica Advisors
Michael Gaston is a financial advisor at Primerica Advisors with over 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1982. Gaston is licensed with Series 63 and Series 65 designations. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,964 advisors and $15.5 billion in assets under management.
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