Canyon Lake, CA 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
31504 Railroad Canyon Rd, Ste 101
Canyon Lake CA 92587
Advisors at this office
3
Advisors at this office
Kayla F
Series 65, Series 63
Canyon Lake, CA
Primerica Advisors
Kayla Fox is a financial advisor with Primerica Advisors in Canyon Lake, CA, holding Series 65 and Series 63 licenses and having three years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services during her career, alongside a decade at Coldwell Banker ABR. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with approximately 3,698 financial advisors and $15.5 billion in assets under management, offering model-driven investment strategies and custody services through third-party providers.
Brent C
Series 63, Series 65
Canyon Lake, CA
Primerica Advisors
Brent Corlew is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors and 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 entities. The firm utilizes model-delivery strategies developed by third-party asset managers and offers a range of portfolio options supported by discretionary management and custodial services.
Irving A
Series 63, Series 65
Canyon Lake, CA
Primerica Advisors
Irving Alcibar is a financial advisor with Primerica Advisors in Canyon Lake, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors since 2022 and also has experience at Primerica Financial Services and Martin Brower. Outside of advisory duties, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and selectively managed accounts primarily for individual and high-net-worth clients, operating under a tiered wrap-fee structure and utilizing third-party asset managers and custodians.
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