Blacksburg, VA Office

Team
Updated today
PRIMERICA Advisors logo

PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

3,992

Across 1,252 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

100 Ardmore Street, Ste #301

Blacksburg VA 24060

Advisors at this office

10

Advisors at this office

user avatar

Ryan W

Series 65, Series 63

Blacksburg, VA

Primerica Advisors

Ryan Webb is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. He has worked at Primerica Financial Services since 2024 and concurrently at BAE Systems since 2015. His other business activities include sales of loan products and home security and automation referrals through affiliates of Primerica. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and provides custodial and trade execution support through established partners.

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

Trenton M

Series 65, Series 63

Blacksburg, VA

Primerica Advisors

Trenton Miller is a financial advisor with Primerica Advisors in Blacksburg, VA, holding Series 65 and Series 63 credentials and four years of industry experience. He has also been involved in multiple businesses including Broken Oak Meat Processing since 2022 and previously worked with Long Island Lumber and T & M Lawn Service. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies overseen by third-party managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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

Emma S

Series 63, Series 65

Blacksburg, VA

Primerica Advisors

Emma Semones is a financial advisor with Primerica Advisors in Blacksburg, VA, holding Series 63 and Series 65 licenses and two years of industry experience. Her background includes roles at Primerica Financial Services and MR Real Estate, as well as prior work in physical therapy and education. She also engages in part-time sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure distinct from fixed-fee billing.

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

James C

Series 63, Series 65

Blacksburg, VA

Primerica Advisors

James Cooper is a financial advisor with Primerica Advisors in Blacksburg, VA, holding Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at G J Hopkins and PFS Investments Inc. Outside of advising, he owns and operates a handyman services business. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm operates at scale with thousands of advisors and employs model-driven investment strategies supported by third-party asset managers and custodians.

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

Matthew S

Series 65, Series 63

Blacksburg, VA

Primerica Advisors

Matthew Semones is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. He has been with Primerica since 2022 and operates a separate business, Curb Appeal, in Christiansburg, VA. Additionally, he is involved in real estate sales and serves as a Medicare planning consultant. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors alongside corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, overseeing approximately $15.5 billion in assets under management.

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

Tammy M

Series 65, Series 63

Blacksburg, VA

Primerica Advisors

Tammy Massie is a financial advisor with Primerica Advisors holding Series 65 and Series 63 credentials. She has been in the industry since 2025 and has prior experience at PFS Investments Inc. Outside of finance, she is involved with Rhythm of Birth, an organization she has participated in since 2011. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven strategies developed by external asset managers and supports client accounts with custody and execution services through Pershing.

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

Ryan S

Series 63, Series 65

Blacksburg, VA

Primerica Advisors

Ryan Semones is a financial advisor with Primerica Advisors in Blacksburg, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Primerica Advisors since 2018 and previously worked at Primerica Financial Services and Cornerstone Home Improvements. Outside of advisory work, he is involved in the sale of home-related products and services through affiliated companies including mortgage and home security referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional plan management.

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

Michael S

Series 65, Series 63

Blacksburg, VA

Primerica Advisors

Michael Semones is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and nine years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2019 and previously at Integrity Financial Planning, Inc. from 2017 to 2019. Semones is also president of Semones Consulting, Inc., a firm involved in Medicare planning and healthshare plan consulting. Primerica Advisors is a large institutional firm serving individual investors, corporate, and charitable clients through a wrap-fee asset management program. The firm emphasizes model-driven investment strategies and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

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

Jessee H

Series 63, Series 65

Blacksburg, VA

Primerica Advisors

Jessee Harrell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with three years of industry experience. He has been with Primerica Advisors since 2023 and has worked at Primerica Financial Services since 2022. Outside of advisory work, he has experience in education and community involvement through roles with Floyd County Public Schools and local organizations in Blacksburg, VA. Primerica Advisors sponsors 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 entities. The firm leverages model-delivery strategies managed by unaffiliated asset managers and operates at scale with extensive advisor and office networks.

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

Michael G

Series 63, Series 65

Blacksburg, VA

Primerica Advisors

Michael Gregoire is a financial advisor with Primerica Advisors in Blacksburg, VA, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to his advisory role, he worked in the hospitality industry at several hotels including Hotel Roanoke and Conference Center and InterContinental San Diego. Outside of advisory services, he is involved in sales of loan products and home-related service referrals 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 separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its investment solutions.

ESG / Sustainable investing Tax-loss harvesting Income planning
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