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David M

Series 63, Series 65

Wesley Chapel, FL

Primerica Advisors

David Mobley is a financial advisor with Primerica Advisors in Davie, FL, holding Series 63 and Series 65 licenses and having five years of industry experience. His prior work includes roles at Primerica Financial Services since 2003, Publix Supermarkets, and self-employment. Outside of advising, he serves as president of Tandi Enterprises, Inc., the legal entity for his Primerica business. 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 accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers for portfolio management and trading implementation.

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

Series 65, Series 63

Wesley Chapel, FL

Primerica Advisors

Amber Vaniperen is a financial advisor at Primerica Advisors with six years of industry experience. She holds Series 65 and Series 63 licenses and has worked at PFS Investments Inc. since 2020 and Primerica Financial Services since 2019. Outside of finance, she owns and operates Poppy Love Boutique, a retail clothing business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-based investment strategies managed by third parties.

ESG / Sustainable investing Tax-loss harvesting Income planning
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