Houston, TX 16350 Park Ten Pl Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

4

Of 3,977 advisors across 1,250 offices

Location

16350 Park Ten Pl, Ste 234 E

Houston TX 77084

Advisors at this office

4

Advisors at this office

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Deborah K

Series 65, Series 63

Houston, TX

Primerica Advisors

Deborah Kerr is a financial advisor with Primerica Advisors in Houston, TX, holding Series 65 and Series 63 licenses and having 10 years of industry experience. She has worked with Primerica Advisors since 2016 and previously spent four years with the Katy Independent School District. Outside of advising, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Kelly K

Series 63, Series 65

Houston, TX

Primerica Advisors

Kelly Keahey is a financial advisor with Primerica Advisors in Katy, TX, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of her advisory role, she 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 to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, with custody and trade execution facilitated by Pershing and Primerica Brokerage Services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Byron H

Series 63, Series 65

Houston, TX

Primerica Advisors

Byron Huff is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 credentials and seven years of industry experience. He has previously worked at Primerica Financial Services and has over two decades of experience at AT&T. Outside of his advisory role, he drives part-time for Uber and serves as president of a real estate investment company. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies from unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Ajit G

Series 63, Series 65

Houston, TX

Primerica Advisors

Ajit Gore is a financial advisor with Primerica Advisors in Richmond, TX, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Primerica Financial Services since 1991 and PFS Investment, Inc. since 1986. Outside of his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, providing model-driven strategies and limited discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and custodians such as BNY Mellon Advisors and Pershing, with a tiered wrap-fee structure and oversight of model selection.

ESG / Sustainable investing Tax-loss harvesting Income planning
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