Coral Springs, FL 7501 Wiles Rd Office

Regine Carisma is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked with PFS Investments Inc. since 2022 and has been affiliated with Primerica Financial Services since 2012. Outside of finance, she is a co-author of a business guide and works part-time as a server and independent contractor for a Creole food truck. Primerica Advisors is a large-scale institutional firm managing a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm utilizes model-delivery strategies developed by third-party asset managers and supports clients with discretionary portfolio management and trade execution services.

Roy Jeffers is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 65 and Series 63 licenses and bringing 26 years of industry experience. He has worked with PFS Investments Inc and Primerica Financial Services since 1999 and has been involved with Jeffers Incorporated since 1990. In addition to advising, he is engaged in sales of investment-related products and part-time referrals of home security, automation, and loan products for affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by third parties and supports trade execution and custody through Pershing, focusing on advisory services rather than institutional portfolio management.

Mauricio Steinmann is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He has worked at Pfs Investments Inc. since 2002 and Primerica Financial Services since 2001. In addition to advisory work, he is involved in the sale of non-investment products such as home security and automation services through affiliated companies. 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 for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered percentage-based wrap fee structure.

Duane Lawrence is a financial advisor with Primerica Advisors in Margate, FL, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2001 and was briefly associated with Second Mile Management LLC in 2023. Outside of his advisory role, he coaches Crossfit at Deerfield Beach, FL, spending approximately 20 hours per month in this fitness capacity. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Donald Rigg is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PFS Investments Inc. since 2012 and has a long-standing role with Broward County Schools beginning in 2006. Outside of his advisory work, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm emphasizes a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Joseph Barton is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2014. Outside of advisory work, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies from unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Patrick Friderich is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Primerica Advisors since 1997 and has worked with Primerica Financial Services since 1996. Outside of his advisory role, he is involved in managing a legal entity formed for Primerica business purposes and holds a managerial role in a commercial property venture. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail investors rather than institutional or pension plan clients.

Robert Barrett is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Christ Methodist, Crossmark Inc., and PFS Investments Inc. Outside of his advisory work, he is involved in event management and serves as a travel guide for multiple companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a range of investment models tailored to client needs.

David Mc Pherson is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 63 and Series 66 licenses and having 21 years of industry experience. His career includes roles at Pfs Investments Inc., American Express, and COMERICA BANK. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, primarily through model-driven strategies developed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices, offering a range of investment models including recently added cryptocurrency ETF allocations.

Glenn Tardiff is a financial advisor with Primerica Advisors in Coral Springs, FL, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of advisory work, he is involved in sales of loan products and home security referrals through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.