Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Nicholas M
Series 63, Series 65
Watsonville, CA
Primerica Advisors
Nicholas Maes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at PFS Investments Inc. since 2023 and has a history of positions in both financial services and education. His activities include the sale of investment-related products and non-investment products such as 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 operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services primarily through model-driven strategies and discretionary separately managed accounts.
Felicia G
Series 63, Series 65
Watsonville, CA
Primerica Advisors
Felicia George is a financial advisor with Primerica Advisors in Watsonville, CA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Her work history includes roles with PFS Investments Inc. and Primerica Financial Services, among others. She is also involved with Corralitos Community Church. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third parties and supporting accounts with custodial services from Pershing.
Justin H
Series 63, Series 65
Watsonville, CA
Primerica Advisors
Justin Hannah is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 2006. Outside of his advisory role, he is self-employed as a handyman. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies managed by unaffiliated asset managers and offers portfolio services supported by BNY Mellon Advisors and Pershing for trade execution and custody.
Agustin R
Series 63, Series 65
Watsonville, CA
Primerica Advisors
Agustin Ramirez is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked with San Andreas Regional Center, PFS Investments Inc., and Primerica Financial Services. Outside of advisory work, he 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 separately managed accounts primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and a tiered wrap-fee structure for its services.
Christopher G
Series 63, Series 65
Watsonville, CA
Primerica Advisors
Christopher George is a financial advisor with Primerica Advisors in Watsonville, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. Outside of his advisory role, George serves on the leadership team providing pastoral support at Corralito's Community Church in Watsonville. Primerica Advisors offers discretionary asset management 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, delegating trading responsibilities to BNY Mellon Advisors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters