Altoona, PA 12th St Office

Keith Becker is a financial advisor with Primerica Advisors in Altoona, PA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1999. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-driven strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a percentage-based tiered wrap fee structure.

Brian Kelly is a financial advisor with Primerica Advisors in Altoona, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2015 and has prior experience with Pennsylvania Grain Processing, LLC. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and implements models via BNY Mellon Advisors, offering a tiered wrap fee structure and maintaining oversight of its investment offerings.