Aurora, CO S Main St Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

9

Of 3,966 advisors across 1,249 offices

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 65, Series 63

Aurora, CO

Primerica Advisors

Celeste Guhl is a financial advisor with Primerica Advisors in Aurora, CO, holding Series 65 and Series 63 credentials and 10 years of industry experience. She has worked with Primerica Advisors since 2016 and has prior experience at Dunn Brothers Coffee. In addition to her advisory role, she earns compensation related to loan product sales and referrals for 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 employs model-delivery strategies managed by unaffiliated asset managers and supports accounts through BNY Mellon Advisors and Pershing, managing approximately $15.5 billion in assets across nearly 3,700 advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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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
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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 credentials and five years of industry experience. He has prior work experience at Ameristar casino and has been associated with Primerica Financial Services since 2011. Outside of advising, he is a member of the Rotary Club of Lakewood Foothills and also engages in various non-investment-related activities, including driving for Lyft and involvement with other local businesses. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-based investment strategies. The firm operates at scale with thousands of advisors and offices and offers a range of strategic and tactical portfolio models supported by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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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 65, Series 63

Aurora, CO

Primerica Advisors

Stanley Brown is a financial advisor with Primerica Advisors in Aurora, Colorado, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2018 and has prior experience with Spectrum and Comcast. Outside of his advisory role, Brown is a certified kinship foster parent and volunteers as a coach with Just4Veterans. 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 offers advisory services through model-delivery strategies managed by unaffiliated asset managers and provides a range of strategic, tactical, tax-managed, and income-distribution investment models.

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 with Primerica Advisors in Aurora, CO, holding Series 63 and Series 65 licenses and having 17 years of industry experience. His work history includes roles at PFS Investments, Inc. and Primerica Financial Services. Outside of his advisory work, he also works as a rideshare driver in Denver, CO. Primerica Advisors sponsors and manages 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 clients. The firm delivers advisory services at scale through a large network of advisors utilizing model-driven strategies and external asset managers.

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