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Paul H

Series 63, Series 65

Tyler, TX

Primerica Advisors

Paul Heckmann II is a financial advisor with Primerica Advisors in Tyler, TX, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Primerica Advisors since 1990 and with Primerica Financial Services since 1989. Outside of advising, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, emphasizing a range of strategic, tactical, tax-aware, and income distribution investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Johnny B

Series 63, Series 65

Tyler, TX

Primerica Advisors

Johnny Burchfield is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been affiliated with PFS Investments Inc. and Primerica Financial Services since 1996. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-driven strategies and a limited number of 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 implementation delegated to BNY Mellon Advisors.

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

Series 63, Series 65

Tyler, TX

Primerica Advisors

Rotonya Easton is a financial advisor with Primerica Advisors in Tyler, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Primerica Advisors since 2014 and has prior experience with Winstar and Randstand. Outside of her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation and operates a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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