Gillette, WY Energy Ct Office

Team
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PRIMERICA Advisors logo

PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

4,003

Across 1,248 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

1901 Energy Ct, Ste 311

Gillette WY 82718

Advisors at this office

5

Advisors at this office

user avatar

Dustin F

Series 63, Series 65

Gillette, WY

Primerica Advisors

Dustin Freed is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2020. Outside of his advisory role, Freed owns and programs for Process Power and Control and operates Freed Consulting LLC, both non-investment-related businesses. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and uses an operational model that includes independent due diligence and delegated trading responsibilities.

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

Andrew N

Series 63

Gillette, WY

Primerica Advisors

Andrew Norton is a financial advisor with Primerica Advisors in Pine Haven, Wyoming, holding a Series 63 designation and 10 years of industry experience. He has been with Primerica Advisors since 2015 and previously worked briefly at Sears Hometown. Outside of his advisory role, Norton is a partner in Generation Property Group, LLC, where he assists in managing a mobile home park. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment approaches including Strategic, Tactical, Tax-Aware, and Income Distribution models.

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

Robert N

Series 63

Gillette, WY

Primerica Advisors

Robert Norton is a financial advisor with Primerica Advisors, holding a Series 63 designation and 10 years of industry experience. His career includes roles at Primerica Financial Services and Wyoming Machinery Company. He is also a part-time Town Council member in Pine Haven, Wyoming. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm uses model-based investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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

Nichole A

Series 63

Gillette, WY

Primerica Advisors

Nichole Adams is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding a Series 63 designation and over 11 years of industry experience. Her background includes roles at Northern Wyoming Mental Health Center, Vacutech, and the City of Sheridan. Outside of advising, she is involved in health coaching with Optavia LLC, owns a transformational coaching business, and works as a substitute teacher in the local school district. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based strategies managed by unaffiliated asset managers. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

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

Nicholas S

Series 63

Gillette, WY

Primerica Advisors

Nicholas Simque is a financial advisor with Primerica Advisors in Gillette, Wyoming, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of his advisory role, 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, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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