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Marques M
Series 63, Series 65
Stafford, TX
Primerica Advisors
Marques Mitchell is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 designations and 14 years of industry experience. His work history includes roles at PFS Investments Inc. and Unilev Management. Mitchell also engages in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by third parties and supports trade execution and custody through established financial institutions.
Markine D
Series 63, Series 65
Stafford, TX
Primerica Advisors
Markine Dorch is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2013 and also has roles with Harris Health System and Primerica Financial Services. Outside of advising, he is involved in selling loan products and home security and automation referrals 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 account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio models implemented by BNY Mellon Advisors.
Henry J
Series 63, Series 65
Stafford, TX
Primerica Advisors
Henry Jones is a financial advisor with Primerica Advisors in Stafford, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Primerica Advisors since 2012 and has worked with Primerica Financial Services since 2009. Outside of advisory work, he receives non-investment related compensation for referrals of home security and automation products 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 account options. The firm utilizes third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.
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