Bettendorf, IA Office

Team
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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

3636 Utica Ridge Road, Ste C

Bettendorf IA 52722

Advisors at this office

7

Advisors at this office

user avatar

Vance W

Series 63, Series 65

Bettendorf, IA

Primerica Advisors

Vance Westerkamp is a financial advisor at Primerica Advisors with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica since 2001. Outside of his advisory role, he is involved in selling home security and automation products through an affiliated company. Primerica Advisors serves individual, corporate, and charitable clients primarily through a wrap-fee asset management program utilizing model-delivery strategies and discretionary management. The firm operates at scale with thousands of advisors and focuses on advisory services without portfolio management for institutional clients.

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

Donald K

Series 63, Series 65

Bettendorf, IA

Primerica Advisors

Donald Kincaid is a financial advisor with Primerica Advisors in Bettendorf, Iowa, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes long-term roles at PFS Investments, Inc. and Primerica Financial Services, as well as involvement with Schnekloth Farms Inc. and Don Bob Enterprises. He has also worked with the Republican Party of Iowa from 2016 to 2017. Outside of advisory work, Kincaid receives non-investment related compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trade execution to BNY Mellon Advisors.

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

Christopher D

Series 65, Series 63

Bettendorf, IA

Primerica Advisors

Christopher Darin is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. His career includes long-term roles at Primerica Financial Services since 1989 and Alcoa from 1995 to 2026, as well as ongoing self-employment in farming since 2003. In addition to advisory services, he is involved in sales of investment-related products and referrals for home security and automation services through Primerica affiliates. Primerica Advisors manages 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-delivery strategies created by third-party managers and supports accounts with custodial and execution services from Pershing and BNY Mellon Advisors.

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

June L

Series 63, Series 65

Bettendorf, IA

Primerica Advisors

June Lincoln is a financial advisor with Primerica Advisors in Bettendorf, Iowa, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. Her prior work includes roles at Amerifile and PFS Investments Inc. In addition to her advisory work, she is involved in tax and accounting services through QCIQ Tax & Accounting and has business interests related to real estate. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options, operating under a wrap-fee structure and utilizing third-party asset managers and BNY Mellon Advisors for portfolio implementation.

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

Gregory K

Series 63, Series 65

Bettendorf, IA

Primerica Advisors

Gregory Ketron is a financial advisor with Primerica Advisors in Bettendorf, IA, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 2001. Outside of advising, he is involved with GBK Enterprises LLC, a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure while managing potential conflicts through disclosure and oversight.

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

Gregory V

Series 63, Series 65

Bettendorf, IA

Primerica Advisors

Gregory Vermeer is a financial advisor with Primerica Advisors in Bettendorf, IA, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies and owns Greg Ver Meer Enterprises, Inc., which supports his Primerica business activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure while maintaining oversight of its investment models.

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

Harris W

Series 63, Series 65

Bettendorf, IA

Primerica Advisors

Harris Westerkamp is a financial advisor with Primerica Advisors in Blue Grass, IA, holding Series 63 and Series 65 licenses and with 25 years of industry experience. He has been with Primerica Advisors since 2001 and Primerica Financial Services since 2000. Outside of his advisory role, he is involved in Classic Tractor Works, Inc. and holds a partnership interest in QCI Properties, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a wrap-fee structure with an operational model that includes oversight of manager selection and model implementation.

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