Aurora, CO S Main St Office

Team
Updated today
PRIMERICA Advisors logo

PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

4,003

Across 1,248 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

6105 S Main St, Suite 200 A

Aurora CO 80016

Advisors at this office

9

Advisors at this office

user avatar

Celeste G

Series 63, Series 65

Aurora, CO

Primerica Advisors

Celeste Guhl is a financial advisor at Primerica Advisors with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica since 2015. Prior to her advisory role, she worked at Dunn Brothers Coffee for three years. She also earns compensation from Primerica Mortgage and Primerica Client Services for referrals related to home security and automation products. Primerica Advisors serves primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.

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

Elizabeth M

Series 63, Series 65

Aurora, CO

Primerica Advisors

Elizabeth Micallef is a financial advisor with Primerica Advisors in Aurora, CO, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been affiliated with Primerica in various capacities since 2003 and is also involved with MELCO and Melcointernational, LLC. Outside of advisory activities, she participates in business related to home security and automation product referrals through Primerica affiliates. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that relies largely on model-delivery strategies managed by unaffiliated asset managers and provides a range of investment models including recently added options with cryptocurrency ETFs.

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

Corey F

Series 63, Series 65

Aurora, CO

Primerica Advisors

Corey Frendberg is a financial advisor with Primerica Advisors in Aurora, CO, holding Series 63 and Series 65 licenses and possessing six years of industry experience. His background includes several years at Ameristar Casino and long-term service with Primerica Financial Services. Outside of financial advising, he is a member of the Rotary Club of Lakewood Foothills and engages in various part-time activities including rideshare and delivery services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based strategies managed by third-party asset managers and supports trade execution and custody through established custodians.

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

Kim C

Series 63, Series 65

Aurora, CO

Primerica Advisors

Kim Carver is a financial advisor at Primerica Advisors with 44 years of industry experience. She has been with Primerica Financial Services since 1981 and Primerica Advisors since 1989. In addition to her advisory role, Carver is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies and discretionary management supported by third-party asset managers and custodians.

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

Stanley B

Series 63, Series 65

Aurora, CO

Primerica Advisors

Stanley Brown is a financial advisor with Primerica Advisors in Aurora, CO, holding Series 63 and Series 65 licenses and having eight years of industry experience. Prior to joining Primerica Advisors in 2018, he worked at Spectrum and Comcast. Outside of his advisory role, he serves as a coach for Just4Veterans and is a certified kinship parent involved in foster care. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-driven investment strategies with discretionary management and custody services provided by third parties.

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

Glenda S

Series 63, Series 65

Aurora, CO

Primerica Advisors

Glenda Singleton is a financial advisor at Primerica Advisors in Aurora, Colorado, holding Series 63 and Series 65 licenses with six years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2019 and also owns G Singleton MD LLC, which she has operated since 2018. In addition to her advisory role, she is involved in selling loan products and home security and automation 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 select separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

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

Regina T

Series 63, Series 65

Aurora, CO

Primerica Advisors

Regina Tate is a financial advisor with Primerica Advisors in Aurora, CO, holding Series 63 and Series 65 licenses and having seven years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2018, as well as prior experience in education at Adams 12 Five Star Schools and leadership positions at KoKua Education and Catch A Star Academy. In addition to her advisory work, she is involved in sales of non-investment home-related products through Primerica-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 separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on retail clients rather than institutional or pension plans.

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

Robert R

Series 63, Series 65

Aurora, CO

Primerica Advisors

Robert Robinette is a financial advisor with Primerica Advisors in Aurora, Colorado, holding Series 63 and Series 65 licenses and with 21 years of industry experience. He has been with Primerica Advisors since 2017 and operates his own advisory entity, Robert D Robinette LLC, since 2021. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports account custody and trade execution through Pershing, managing approximately $15.5 billion in assets.

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

Matthew C

Series 63, Series 65

Aurora, CO

Primerica Advisors

Matthew Carver is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments, Inc. and Primerica Financial Services since 2006. Outside of his advisory work, he also works as a rideshare driver in Denver. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies created by unaffiliated asset managers and supports trade execution and custody through established third parties.

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

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.

Find your advisor

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”)