Fort Wright, KY Dixie Highway Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

4

Of 3,966 advisors across 1,249 offices

Location

1717 Dixie Highway, Ste 415

Fort Wright KY 41011

Advisors at this office

4

Advisors at this office

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Daniel H

Series 65, Series 63

Fort Wright, KY

Primerica Advisors

Daniel Hect is a financial advisor at Primerica Advisors with five years of industry experience. He holds the Series 65 and Series 63 credentials. His prior work includes service with the Hartford and Sabina Police Departments and involvement with various academic institutions. Outside of advisory work, he serves on the advisory board of Transcontinental University and is the author of a book on martial arts and law enforcement. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing.

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

Andrew V

Series 63, Series 65

Fort Wright, KY

Primerica Advisors

Andrew Varner is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at Nike and PFS Investments Inc. since 2023 and previously held roles in the food service industry. His outside business activities include sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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

Cardail B

Series 63, Series 65

Fort Wright, KY

Primerica Advisors

Cardail Batiste is a financial advisor with Primerica Advisors in Fort Wright, KY, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at PFS Investments Inc. since 2016 and previously spent three years with Honeywell Aerospace. Outside of advising, Batiste holds a real estate associate broker license in Baton Rouge, LA. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, primarily through model-delivery strategies created by third-party asset managers. The firm operates at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

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

Oliver J

Series 63, Series 65

Fort Wright, KY

Primerica Advisors

Oliver Just is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He has prior work experience at PFS Investments Inc. and Primerica Financial Services. He is based in Fort Wright, KY. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors who deliver model-based investment recommendations, utilizing a range of strategic and tactical models supported by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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