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Jared H

Series 65, Series 63

Talbott, TN

Primerica Advisors

Jared Huston is a financial advisor at Primerica Advisors with three years of industry experience. He holds Series 65 and Series 63 credentials. Prior to his financial services career, he worked with the Colorado Springs Police Department and the Federal Bureau of Prisons. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses 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
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Daniel V

Series 63, Series 65

Talbott, TN

Primerica Advisors

Daniel Vick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has worked at PFS Investments, Inc. since 2010 and with Primerica Financial Services since 2009. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and offers a tiered wrap-fee structure while maintaining oversight of model selection and implementation.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Delaney V

Series 65, Series 63

Talbott, TN

Primerica Advisors

Delaney Vick is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Primerica Advisors since 2017. Prior to that, he was employed at University Cancer Specialists for five years. Outside of his advisory role, he is involved in sales of home security and automation products as well as loan products through affiliated companies. Primerica Advisors is a large firm serving primarily individual investors, including both non-HNW and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program using model-driven strategies managed by third-party asset managers and supported by discretionary and separately managed account options.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Bobbi T

Series 65, Series 63

Talbott, TN

Primerica Advisors

Bobbi Truax is a financial advisor at Primerica Advisors in Talbott, TN, holding Series 65 and Series 63 licenses with one year of industry experience. Her prior work history includes roles at Caliber Collision, Elevation Foods, Fresenius Medical, Mary Kay, and Geoconex. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and supports trade execution and custody through established custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Aaron E

Series 65, Series 63

Talbott, TN

Primerica Advisors

Aaron Edwards is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at PFS Investments Inc. since 2014 and Primerica Financial Services since 2011. Outside of investment advisory, Edwards is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing primarily on retail investors rather than institutional portfolios.

ESG / Sustainable investing Tax-loss harvesting Income planning
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