Dothan, AL 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
2266 Montgomery Hwy, Suite 1
Dothan AL 36302
Advisors at this office
3
Advisors at this office
George A
Series 63, Series 65
Dothan, AL
Primerica Advisors
George Adams is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Primerica Financial Services since 2015 and has held positions at Metrostar Systems, Teksynap, and L-3 Army Fleet Support. Outside his advisory role, he is involved in sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, maintaining oversight of model offerings and portfolio implementation.
William E
Series 65, Series 63
Dothan, AL
Primerica Advisors
William Evans is a financial advisor with Primerica Advisors in Dothan, Alabama, holding Series 65 and Series 63 credentials and 32 years of industry experience. He has been with Primerica since 1994 and was previously involved with B&G Enterprises for 30 years. Outside of his advisory role, he serves as the executor of the Audrey Dean Estate. Primerica Advisors sponsors 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 clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, operating at scale with approximately $15.5 billion in assets under management.
Ronald Y
Series 63, Series 65
Dothan, AL
Primerica Advisors
Ronald Yarbrough is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2003 and at CMJ Financial Group since 2019. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-driven and separately managed account strategies within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.
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