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Jillyn M
Series 63, Series 65
Springville, UT
Primerica Advisors
Jillyn Moore is a financial advisor with Primerica Advisors in Payson, UT, holding Series 63 and Series 65 credentials and 18 years of industry experience. She has been with Primerica Advisors since 2007 and Primerica Financial Services since 2006. Outside of her advisory role, she is involved in social media influencing and is a member of Faith Family & Finances LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering 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 delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.
Michael P
Series 63, Series 65
Springville, UT
Primerica Advisors
Michael Perkins is a financial advisor with Primerica Advisors in Springville, UT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Primerica since 2005. Outside of advisory activities, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-based strategies developed by third-party managers and maintains approximately $15.5 billion in assets under management through a nationwide network of nearly 3,700 advisors.
Bryce C
Series 63, Series 65
Springville, UT
Primerica Advisors
Bryce Carbee is a financial advisor with Primerica Advisors in Springville, UT, holding Series 63 and Series 65 credentials and four years of industry experience. His work history includes roles at Primerica Financial Services and Allied Universal. Outside of his advisory role, he is involved in the sale of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-delivery strategies overseen by third-party asset managers and supported by established custody and trade execution providers.
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