Brandon, FL Oakfield Dr Office

Team
Updated today
PRIMERICA Advisors logo

PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

4,012

Across 1,249 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

1458 Oakfield Dr, Ste E

Brandon FL 33511

Advisors at this office

6

Advisors at this office

user avatar

Ricardo R

Series 65

Brandon, FL

Primerica Advisors

Ricardo Rampersad is a financial advisor with Primerica Advisors in Brandon, FL, holding a Series 65 designation and 20 years of industry experience. He has been with Primerica Advisors since 2014 and has prior work history including roles at Primerica Financial Services and Arrmaz Custom Chemicals. Outside of financial advising, he serves as an executor for a non-client estate. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

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

Eric F

Series 63, Series 65

Brandon, FL

Primerica Advisors

Eric Fishman is a financial advisor with Primerica Advisors in Brandon, FL, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2005. In addition to his advisory role, he is involved in sales of loan products and home security 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 selective separately managed accounts. The firm utilizes third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

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

Bethuel T

Series 63, Series 65

Brandon, FL

Primerica Advisors

Bethuel Taylor is a financial advisor with Primerica Advisors in Brandon, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Primerica Financial Services since 2009 and PFS Investments Inc. since 2010. Outside of his advisory role, he serves as an officer of Taylors Enterprises International, a non-investment-related business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selective separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

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

Richard H

Series 63, Series 65

Brandon, FL

Primerica Advisors

Richard Henry is a financial advisor with Primerica Advisors in Valrico, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been affiliated with Primerica Financial Services since 2000 and with PFS Investments Inc. since 1996. In addition to his advisory role, he receives compensation for sales of loan products and referrals of home security and automation services through affiliated companies. Primerica Advisors offers 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 employs a tiered wrap-fee structure, focusing on non-institutional clients rather than pension or profit-sharing plans.

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

Kenneth T

Series 65, Series 63

Brandon, FL

Primerica Advisors

Kenneth Thubet is a financial advisor with Primerica Advisors in Brandon, FL, holding Series 65 and Series 63 licenses and 25 years of industry experience. He has worked with PFS Investments Inc. since 2001 and Primerica Financial Services since 2000. Outside of his advisory work, he is involved in related business activities including sales of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and provides advisory services through a large team of financial advisors.

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

Joseph B

Series 63, Series 65

Brandon, FL

Primerica Advisors

Joseph Brace is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2016 and has a background that includes work at 13-Coins from 2015 to 2017. Outside of investment advisory, he is involved in sales of home security, automation, and loan products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

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