Reginald Green is a financial advisor with Primerica Advisors in Missouri City, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments, Inc. since 2006 and with Primerica Financial Services since 2002. Outside of traditional advisory roles, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Albert Bandoy is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2020, following roles at Primerica Financial Services and Kaiser Permanente. Outside of advising, Bandoy owns Bandoy Financial Inc. and is a partner in AJB Tax Services LLC, a tax preparation business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure for its services.