Dacula, GA Auburn Rd Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

6

Of 3,977 advisors across 1,249 offices

Location

1862 Auburn Rd, Ste 118

Dacula GA 30019

Advisors at this office

6

Advisors at this office

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Patrick U

Series 63, Series 65

Dacula, GA

Primerica Advisors

Patrick Ulceus is a financial advisor with Primerica Advisors in Dacula, GA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with Primerica Advisors since 2019 and also has prior experience at PSEG Long Island. Outside of his advisory role, he owns and operates a food truck and catering business, Trick'n Sam LLC, and works as a part-time Lyft driver. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven investment strategies and discretionary portfolio management supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Stacey S

Series 65, Series 63

Dacula, GA

Primerica Advisors

Stacey Stanford is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and five years of industry experience. She has worked at Primerica Financial Services since 2016 and has been involved in real estate through Atlanta Communities Real Estate and Halstan Realty. Outside of her advisory role, she is a partner in several non-investment related business ventures, including SAS360, LLC, Level Group Holdings, LLC, and Stalst, LLC. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Franklin C

Series 63, Series 65

Dacula, GA

Primerica Advisors

Franklin Cain is a financial advisor with Primerica Advisors in Dacula, GA, holding Series 63 and Series 65 licenses and with five years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2020 and was previously self-employed and worked at R & G Academy. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering 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 approach, with portfolio implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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David H

Series 63, Series 65

Dacula, GA

Primerica Advisors

David Harms is a financial advisor with Primerica Advisors in Braselton, GA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of his advisory role, Harms is co-owner of Harms + Associates, Inc., an investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

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

Jean P

Series 63, Series 65

Dacula, GA

Primerica Advisors

Jean Pasteur is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and eight years of industry experience. He has worked at PFS Investments Inc. since 2017 and has been affiliated with Primerica Life Insurance since 2015. Prior to his financial services career, Pasteur worked at United Parcel Service for 27 years. He also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-delivery investment strategies managed by third parties and supports trade execution and custody through established custodians, focusing on advisory services rather than institutional portfolio management.

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

Jean Louis S

Series 65, Series 63

Dacula, GA

Primerica Advisors

Jean Louis Sankale is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses. He has one year of industry experience and has worked at PFS Investments Inc. and Primerica Financial Services since 2026, with prior experience at PDTi [Pasaca Capital Inc.] in 2022 and Globomics LLC since 2009. Primerica Advisors serves primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients through a wrap-fee asset management program. The firm uses model-delivery strategies managed by third parties and offers advisory services via a large network of advisors.

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