Anchorage, AK East Benson Blvd Office

Team
Updated today
PRIMERICA Advisors logo

PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

3,992

Across 1,251 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

About

Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program that serves primarily individual investors (including both non-HNW and high-net-worth clients), as well as corporate and charitable clients. The firm operates at scale — roughly 3,698 financial advisors, about 1,829 offices, and approximately $15.5 billion in AUM — and delivers advisory services through advisors who collect client information and present model recommendations.

The Program relies largely on model-delivery strategies created and managed by unaffiliated asset managers, with a limited number of discretionary separately managed account options; an overlay manager (BNY Mellon Advisors) and Pershing custody/clearing support trade execution and account custody. Models span strategic, tactical, tax-managed and income-distribution approaches and the brochure discloses recently added models that allocate to exchange-traded funds investing in cryptocurrency; advisory arrangements are billed as percentage-of-AUM rather than on a fixed-fee basis.

Compared with many large institutional advisers, Primerica does not provide portfolio management for institutional clients, does not serve pension or profit‑sharing plan clients, and does not offer a formal “selection of other advisers” service for clients — features that the firm’s disclosure highlights as absent. The firm also discloses several program-specific operational features and conflicts (use of third‑party due diligence, certain proprietary fund limitations through its broker‑dealer, an exclusion of parent-company stock from Program accounts, and compensation arrangements tied to wrap fees and asset managers) that distinguish its program governance and product availability from some peers.

Based on PRIMERICA Advisors

Expertise

ESG / Sustainable investing Tax-loss harvesting Income planning

Based on PRIMERICA Advisors

Location

205 East Benson Blvd, Suite 425

Anchorage AK 99503

Advisors at this office

4

Advisors at this office

user avatar

Ronald L

Series 65, Series 63

Anchorage, AK

Primerica Advisors

Ronald Laurion is a financial advisor with Primerica Advisors in Anchorage, AK, holding Series 65 and Series 63 licenses, and has eight years of industry experience. He has worked at Primerica Advisors since 2020 and previously at Worley and C & T Fire Protection Inc. Laurion also engages in sales of investment-related and home services products through affiliated companies and owns an investment advisory entity, Laurion Advisors LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by unaffiliated asset managers and supported by custodial services from Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Johnathan D

Series 65, Series 63

Anchorage, AK

Primerica Advisors

Johnathan Durkee is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 65 and Series 63 licenses and has worked in various roles including at Worley and Yukon Fire Protection. In addition to his advisory activities, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies supported by third-party managers and provides advisory services through a large network of financial advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Frederick L

Series 63, Series 65

Anchorage, AK

Primerica Advisors

Frederick Laurion is a financial advisor with Primerica Advisors in Anchorage, AK, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1985. Outside of his advisory role, Laurion is involved in the sale of home security and automation products through part-time referrals and serves as Trustee-Solo for his 401(k) trust. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

James N

Series 65, Series 63

Anchorage, AK

Primerica Advisors

James Nelson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and bringing 20 years of industry experience. He has an extensive background including roles with various local organizations such as Kenai Performers Community Theatre and Perseverance Theatre Co, reflecting a diverse set of community involvements. Primerica Advisors operates a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established partners, managing approximately $15.5 billion in assets.

ESG / Sustainable investing Tax-loss harvesting Income planning
View complete list of advisors at this office
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