Fairhope, AL Fairhope Ave 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
561 Fairhope Ave, Suite 203 B
Fairhope AL 36532
Advisors at this office
3
Advisors at this office
Katherine J
Series 63, Series 65
Fairhope, AL
Primerica Advisors
Katherine Jargo is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has been with Primerica Advisors since 2006 and Primerica Financial Services since 2005. Outside of her advisory role, she owns and operates Kate Mitchem Photography in Bristow, VA. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap fee structure.
Tyler G
Series 65, Series 63
Fairhope, AL
Primerica Advisors
Tyler Graham is a financial advisor with Primerica Advisors in Fairhope, AL, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Primerica Advisors since 2014 and also has experience with Landrum & Associates since 2021. In addition to investment advisory, he is involved in the sale of loan products and home-related services through affiliated companies. 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 relies on model-delivery strategies managed by unaffiliated asset managers, supporting diverse investment approaches including recently added cryptocurrency ETF models.
Brandon F
Series 63, Series 65
Fairhope, AL
Primerica Advisors
Brandon Fisher is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 14 years of industry experience and has worked at Primerica Financial Services since 2006, including roles at PFS Investments Inc. and CNC. In addition to his advisory work, he is involved in the sale of home-related products through affiliated companies, including mortgage and home security services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers, with approximately 3,935 advisors and $15.5 billion in assets under management.
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