Dallas, TX Lbj Fwy Office

Sara Ramadan is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and having 22 years of industry experience. Her career includes roles at Artisan Design Group, DealerSocket, Pfs Investments Inc., and Primerica Financial Services. Outside of her advisory work, she represents Scentsy, a company specializing in scented wax and cleaning supplies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Larry Rogers is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Primerica Advisors since 1983 and has been involved with Primerica Financial Services since 1982. Outside of his advisory role, Rogers volunteers with Kairos Prison Ministry International, Inc. 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 that uses model-driven investment strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Patrick Franckhauser is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides 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 while delegating trading responsibilities to BNY Mellon Advisors.

Jeremy Salmon is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 65 and Series 63 credentials and offering 17 years of industry experience. He has worked with PFS Investments Inc since 2008 and Primerica Financial Services since 2007. In addition to investment advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors 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 manages a large network of financial advisors and offers model-driven investment strategies supported by third-party asset managers and custodians.

Jeremee Duncan is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with PFS Investments Inc. since 2022 and Primerica Financial Services since 2021. In addition to his advisory roles, he serves as a consultant for Learn 2 Live It, LLC, a non-investment-related business. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices and offers model-based investment strategies managed by third-party asset managers.

Michael Norten is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 45 years of industry experience. He has worked with Primerica Financial Services since 1980 and with Primerica Advisors since 1995. Outside of his advisory role, he is a self-employed author of theology books, including a recent publication with Thomas Nelson, a Harper Collins publisher. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively available separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Ellen Thomas is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and having one year of industry experience. Her prior work includes roles at PFS Investments Inc. and Primerica Financial Services, as well as nearly two decades at Rains ISD. She also spent time working with the YMCA. Primerica Advisors sponsors and manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-based recommendations supported by third-party asset managers and custodians.

Amanda Smith is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has been with Primerica Advisors since 2019 and associated with Primerica Financial Services since 2005. In addition to her advisory role, she is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited range of separately managed account options for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure for its services.

Randy Norman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Primerica Advisors since 1983 and has worked at Primerica Financial Services since 1991. In addition to advisory services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Colby Brown is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with PFS Investments Inc. since 2014 and Primerica Financial Services since 2010. Outside of advising, Brown is involved in managing a family fund and participates in a transportation business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.

Luke Shanks is a financial advisor with Primerica Advisors in Dallas, TX, holding a Series 66 designation and having 10 years of industry experience. Prior to joining Primerica in 2019, he worked at Edward Jones for four years and served in the Texas Army National Guard from 2013 to 2021. Outside of his advisory role, Shanks is involved with BNI Global as a Chapter Success Coach. 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 utilizes a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Joseph Roppolo is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of his advisory role, he works as a soccer referee on a part-time basis. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for trading and implementation.

Medena Thurman is a financial advisor with Primerica Advisors in Dallas, TX, holding Series 63 and Series 65 credentials and having 25 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of her advisory role, Thurman works as a stylist for CAbi. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.