Cape Coral, FL 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
1222 SE 47th St, Suite 412 B
Cape Coral FL 33904
Advisors at this office
3
Advisors at this office
Sarah J
Series 65, Series 63
Cape Coral, FL
Primerica Advisors
Sarah Jakubowski is a financial advisor with Primerica Advisors in Cape Coral, FL, holding Series 63 and Series 65 designations and having 10 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2018 and previously worked at SunTrust Advisory Services and SunTrust Investment Services. Jakubowski is also involved in sales of home security and automation products, loan products, and other home-related services through affiliated companies. Primerica Advisors manages 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 delivers advisory services through a network of over 3,600 advisors using model-based investment strategies supported by third-party asset managers and custodians.
Helena S
Series 63, Series 65
Cape Coral, FL
Primerica Advisors
Helena Silva is a financial advisor with Primerica Advisors in Cape Coral, FL, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1990. In addition to her advisory role, Silva is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily 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. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.
Julie W
Series 63, Series 65
Cape Coral, FL
Primerica Advisors
Julie White is a financial advisor with Primerica Advisors in Cape Coral, FL, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her work history includes roles at DentaQuest and PFS Investments Inc. She is involved in the sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management via 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 uses a tiered wrap-fee structure for its services.
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