Camp Hill, PA Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

5

Of 3,977 advisors across 1,249 offices

Location

1525 Cedar Cliff Dr, Ste 103

Camp Hill PA 17011

Advisors at this office

5

Advisors at this office

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Maria N

Series 63, Series 65

Camp Hill, PA

Primerica Advisors

Maria Naylor is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. She has worked at PFS Investments Inc. since 2002 and Primerica Financial Services since 2001. In addition to her advisory role, Naylor is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients, operating primarily as a wrap-fee solution. The firm employs third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on tiered percentage-based fees and ongoing oversight of its investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Peter N

Series 63, Series 65

Camp Hill, PA

Primerica Advisors

Peter Naylor is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Frederick K

Series 63, Series 65

Camp Hill, PA

Primerica Advisors

Frederick Klunk II is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at the Commonwealth of Pennsylvania, Leidos, Betah Associates, Rite Aid Corporation, Unity Technologies, and PFS Investments Inc. He is also involved in the sale of loan products and home security and automation referrals through affiliates of PFS Investments Inc. Primerica Advisors is a firm that serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a model-driven investment program supported by third-party asset managers and custodial services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Andrea C

Series 65, Series 63

Camp Hill, PA

Primerica Advisors

Andrea Chronister is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 designations and 12 years of industry experience. Her prior work includes roles at Lobar Inc, Moore Graphics Inc., and Mount Calvary Episcopal. She has been associated with PFS Investments Inc. since 2014 and with Primerica Financial Services since 2012. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven recommendations managed by unaffiliated asset managers.

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

Stephanie G

Series 63, Series 65

Camp Hill, PA

Primerica Advisors

Stephanie Garner is a financial advisor with Primerica Advisors in Camp Hill, PA, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work history includes roles at PFS Investments Inc., Primerica Financial Services, and Secured Financials. She is also active as a part-time content creator on Facebook and TikTok. Primerica Advisors manages 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 clients. The firm utilizes model-based investment strategies developed by third-party asset managers and supports account execution and custody through established custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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