Duncanville, TX Office

Team
Updated today
PRIMERICA Advisors logo

PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

3,992

Across 1,251 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

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

ESG / Sustainable investing Tax-loss harvesting Income planning

Based on PRIMERICA Advisors

Location

407 N Cedar Ridge Dr, Ste 100

Duncanville TX 75116

Advisors at this office

6

Advisors at this office

user avatar

Johnathan H

Series 66

Duncanville, TX

Primerica Advisors

Johnathan Hawkins is a financial advisor with Primerica Advisors holding a Series 66 designation and two years of industry experience. His background includes roles at PFS Investments Inc., Thrivent Financial, and extensive experience with Primerica Financial Services since 2003. Outside of financial advising, he has been involved with Exquisite Dreams Realty. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based strategies managed by unaffiliated asset managers.

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

Angela J

Series 63, Series 65

Duncanville, TX

Primerica Advisors

Angela Johnson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at Primerica Financial Services since 2021 and PFS Investments Inc. since 2023. Outside of her advisory work, she is the owner of Women Work Wealth LLC, a strategy consulting nonprofit, and the founder of W3 and Philanthropy. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven strategies managed by unaffiliated asset managers and supports accounts with BNY Mellon Advisors and Pershing custody services.

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

Rodrick L

Series 63, Series 65

Duncanville, TX

Primerica Advisors

Rodrick Logan is a financial advisor with Primerica Advisors in Duncanville, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1997. In addition to advisory work, he owns Logan GCT Enterprises LLC, an entity formed for Primerica business purposes. 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 offers advisory services through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

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

Keith C

Series 63, Series 65

Duncanville, TX

Primerica Advisors

Keith Chappelle is a financial advisor with Primerica Advisors in Duncanville, TX, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Primerica Financial Services and Primerica Advisors for over three decades. Outside of his advisory role, Chappelle is the founder of Family Wealth Builders USA in Cedar Hill, TX. Primerica Advisors primarily serves 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 utilizes model-delivery strategies and discretionary separately managed account options, supported by custody and trade execution services from BNY Mellon Advisors and Pershing.

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

Jeffrey T

Series 63, Series 65

Duncanville, TX

Primerica Advisors

Jeffrey Teneyck is a financial advisor with Primerica Advisors in Arlington, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at Primerica Financial Services, Transamerica Financial Advisors, World Financial Group, and Printpack Inc. Outside of advising, he has been involved with Balfour Publishing for over three decades. 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 curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail rather than institutional portfolio management.

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

Yolanda D

Series 63, Series 65

Duncanville, TX

Primerica Advisors

Yolanda Dixon is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing five years of industry experience. Prior to joining Primerica Advisors in 2021, she worked at AT&T for 23 years. In addition to her advisory role, she is involved in sales of loan products and referrals for home security and automation services through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party managers and operates with approximately 3,700 advisors and $15.5 billion in assets under management.

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