Chicago, IL W Cermak Rd Office

Team
Updated today
PRIMERICA Advisors logo

PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

4,003

Across 1,248 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

1100 W Cermak Rd

Chicago IL 60608

Advisors at this office

6

Advisors at this office

user avatar

Shamika S

Series 63, Series 65

Chicago, IL

Primerica Advisors

Shamika Saunders is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. She has been with Primerica Advisors since 2015 and has additional experience at Primerica Financial Services dating back to 2014. Outside of her advisory role, she is an author of an e-book titled *Success Leaves Clues* and develops related planning products. Primerica Advisors sponsors and 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 uses model-delivery strategies created by unaffiliated asset managers and supports its services with custodial and trade execution partnerships.

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

Rhianna H

Series 63, Series 65

Chicago, IL

Primerica Advisors

Rhianna Hubbard is a financial advisor with Primerica Advisors in Chicago, holding Series 63 and Series 65 licenses and five years of industry experience. Her background includes roles at Primerica Financial Services and Chicago Public Schools, alongside a longstanding position with the Chicago Police Department. Outside of advisory services, she is involved in sales of home-related products such as loan referrals and home security solutions through affiliated companies. 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 entities. The firm operates through a large network of advisors and uses model-delivery strategies alongside discretionary separately managed account options.

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

Kwasi J

Series 63, Series 65

Chicago, IL

Primerica Advisors

Kwasi Jenkins is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Mitsubishi HC Capital America, Quontic Bank, and BMO Harris Bank, along with over two decades affiliated with Primerica Financial Services. He also engages in sales of loan products and home-related service referrals through associated Primerica affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by external asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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

Ashly K

Series 63, Series 65

Chicago, IL

Primerica Advisors

Ashly Knight is a financial advisor at Primerica Advisors in Chicago, IL, holding Series 63 and Series 65 credentials with three years of industry experience. Prior to joining Primerica Advisors, Ashly's work history includes roles at ASC Engineered Solutions, Fiducient Advisors, and Morgan Services. In addition to her advisory work, she is involved in the sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors—including both non-HNW and high-net-worth clients—as well as corporate and charitable clients. The firm uses model-delivery strategies and discretionary separately managed accounts supported by third-party asset managers and custody providers.

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

Isaiah W

Series 63, Series 65

Chicago, IL

Primerica Advisors

Isaiah Wiggins is a financial advisor with Primerica Advisors in Chicago, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at Verizon Wireless for seven years and has been affiliated with Primerica Financial Services since 2016. In addition to advisory services, he is involved in sales of investment-related products and refers clients to affiliated companies offering mortgage, home security, and home automation services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based strategies developed by unaffiliated managers and provides advisory services through a large network of advisors, with a focus on scaled delivery rather than institutional portfolio management.

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

Johnel M

Series 63, Series 65

Chicago, IL

Primerica Advisors

Johnel Mayberry is a financial advisor with Primerica Advisors in Chicago, IL, holding Series 63 and Series 65 licenses and having two years of industry experience. His career includes roles at PFS Investments Inc. and self-employment, as well as prior positions in healthcare and academic settings. He is also involved in selling loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale firm managing a wrap-fee asset management program primarily for individual investors, including both non-HNW 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 custody and trade execution through Pershing, focusing on advisory services rather than institutional portfolio management.

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