Conshohocken, PA 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
1100 E Hector St, Ste 334 B
Conshohocken PA 19428
Advisors at this office
3
Advisors at this office
Shona F
Series 63, Series 65
Conshohocken, PA
Primerica Advisors
Shona Furman is a financial advisor with Primerica Advisors in Conshohocken, PA, holding Series 63 and Series 65 licenses with five years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services, along with a 15-year tenure at the City of Philadelphia. Outside of advising, she is involved in sales of investment-related and home service products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm delivers advisory services primarily through financial advisors using model-based investment strategies supported by third-party asset managers and custodians.
Anthony T
Series 63, Series 65
Conshohocken, PA
Primerica Advisors
Anthony Timet is a financial advisor with Primerica Advisors in Conshohocken, PA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2007. Outside of investment advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.
Raymond B
Series 63, Series 65
Conshohocken, PA
Primerica Advisors
Raymond Byrnes is a financial advisor with Primerica Advisors in Hatboro, PA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been affiliated with Primerica Financial Services and PFS Investments Inc. since 2002. Outside of his advisory role, he has been involved with the LaSalle College High School Take Down Club since 2014. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure while delegating trading responsibilities to BNY Mellon Advisors.
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