Hoover, AL Lorna Ridge Dr Office

Lisa Gibbs is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her background includes teaching and choreography roles at several educational and performing arts institutions, and she is the author of a business-related book. Outside of finance, she works with a Creole food truck as a server and independent contractor and serves as a choreographer and instructor for Magic City Performing Arts. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by third parties and offers a range of options supported by an overlay manager and custody services.

Paul Lawrence is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services and Primerica Advisors since 2019. Outside of advisory work, he serves as a class instructor at Country Club Birmingham. Primerica Advisors manages 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 entities. The firm offers advisory services through a model-delivery approach supported by third-party asset managers and custody providers, with approximately $15.5 billion in assets under management.

John Metcalf is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked at CMJ Financial Group, PFSI Investment Inc., and Primerica Financial Services. Outside of his advisory roles, he is involved with MySchoolShares, a non-investment-related activity. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Joe Gibson Jr. is a financial advisor with Primerica Advisors in Hoover, Alabama, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has worked with CMJ Financial Group since 2019, PFS Investments Inc. since 2017, and Primerica Financial Services since 2016. Outside of advisory work, he is involved in the sale of home security and automation products as well as loan products through affiliates of his firm. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

Eric Gibbons is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He has worked with Primerica Advisors since 2021 and has a background that includes roles with CMJ Financial and Primerica Financial Services. Outside of financial advising, Gibbons is a licensed real estate agent with Sun Real Estate, Inc. 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 for its services.

Charles Whitley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1995 and is also associated with CMJ Financial Group. In addition to his advisory role, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating primarily under a tiered wrap-fee structure.

Aspen Seeds is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Primerica, Aspen held various roles including at PFS Investments Inc. Outside of advisory work, Aspen is an independent contractor and shopper for Instacart. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies managed by unaffiliated asset managers. The firm supports a large advisor base and offers a range of investment models with custody and execution services provided by Pershing.

Keith Whetter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been with Primerica Advisors since 2002 and is also involved with EHR Financial Group and several other businesses related to auctions and auto sales. Outside of advisory work, he engages in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-based strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Terrence Relph is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and six years of industry experience. He has been with Primerica Advisors since 2020 and also works with Primerica Financial Services. In addition to his financial roles, he has over a decade of experience with the Disability Determination Service. 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 operates on a large scale and provides advisory services through advisors who deliver model-based investment recommendations.

William Bezkor Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and also has a long-term involvement with Primerica Financial Services. In addition to advisory work, he participates in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm focuses on curated third-party asset managers and employs a tiered wrap-fee structure.

Nolita Williams is a Series 66-licensed financial advisor with Primerica Advisors in Hoover, AL, and has 13 years of industry experience. She has worked with Primerica Advisors since 2013 and was previously involved with The UPS Store for 12 years. Williams also engages in business activities related to sales of loan products and home security referrals through Primerica’s affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm focuses on third-party asset manager selection and uses a tiered wrap-fee structure rather than fixed fees.

Alfred Lammon is a financial advisor with Primerica Advisors in Hoover, AL, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1985. In addition to his advisory role, he is involved in the sales of loan products through Primerica Mortgage, LLC, and refers home security and automation products for Primerica Client Services, Inc. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Peter Giangrosso is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2013 and is also a high school administrator with Hoover City Schools. In addition to advising, he is involved in the sale of loan products and home security and automation 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 utilizing model-delivery strategies managed by unaffiliated asset managers and supported by third-party custodians and trade execution services.

Michael Seeds is a financial advisor with Primerica Advisors in Birmingham, AL, holding Series 63 and Series 65 designations and bringing nine years of industry experience. He has been associated with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and uses third-party asset managers and custodians to implement its investment models.

Richard Vandiver is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 33 years of industry experience. He has worked with Primerica Financial Services since 1988 and with PFS Investments Inc. since 1992. Vandiver is also involved in non-investment activities, including partnerships in an event house and real estate management companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services primarily through model-driven strategies developed by unaffiliated asset managers.