Billings, MT 710 Grand Ave Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
PRIMERICA Advisors
Institution
Firm-wide stats for PRIMERICA Advisors
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
Based on PRIMERICA Advisors
Location
710 Grand Ave, Ste 10
Billings MT 59101
Advisors at this office
3
Advisors at this office
Bradley K
Series 63, Series 65
Billings, MT
Primerica Advisors
Bradley Kadlec is a financial advisor with Primerica Advisors in Billings, MT, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010. Outside of advisory work, he is the owner of Kadlec Construction Co. and has been involved in other business ventures including a partnership interest in 3 DJ's, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm’s investment approach utilizes model-delivery strategies overseen by unaffiliated asset managers and offers a range of portfolio options supported by BNY Mellon Advisors and Pershing.
Andrew J
Series 63, Series 65
Billings, MT
Primerica Advisors
Andrew Joshu is a financial advisor with Primerica Advisors in Billings, MT, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory role, he has worked at Horizon Air for over two decades. Outside of his advisory work, he also works as a delivery driver, committing significant hours during securities trading times. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.
Maria E
Series 63, Series 65
Billings, MT
Primerica Advisors
Maria Evanson is a financial advisor with Primerica Advisors in Billings, MT, holding Series 63 and Series 65 licenses and three years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2022. Outside of her advisory role, she serves as a board director for the River Rock Subdivision Property Owners Association and works as a bookkeeper for Wilson Bookkeeping. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and selectively managed account options to individual and high-net-worth clients, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.
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.
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”)