Brandon, VT Office
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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
4 Grove St
Brandon VT 05733
Advisors at this office
3
Advisors at this office
Michael B
Series 65, Series 63
Brandon, VT
Primerica Advisors
Michael Beckett is a financial advisor with Primerica Advisors in Brandon, VT, holding Series 65 and Series 63 licenses and having nine years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2017 and also maintains a thirty-year tenure with IBM. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports accounts with custodial services from Pershing.
Gopal A
Series 63, Series 65
Brandon, VT
Primerica Advisors
Gopal Acharya is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials. He has held roles at PFS Investments Inc., Primerica Financial Services, Howard Center, and Aris Solutions, and previously worked for ten years at Synopsys Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third-party asset managers and supports account custody through Pershing.
Patrick D
Series 63, Series 65
Brandon, VT
Primerica Advisors
Patrick Dunn is a financial advisor with Primerica Advisors in Salisbury, VT, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1993. Outside of advising, he has been involved in local community roles including service with the Town of Salisbury and Middlebury Union High School. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.
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