Houston, TX Highway 6 South 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
738 Highway 6 South, Ste 100
Houston TX 77079
Advisors at this office
3
Advisors at this office
Mitchell S
CFA®, Series 63
Houston, TX
Primerica Advisors
Mitchell Sosa is a CFA® charterholder and Series 63 licensee with six years of experience in the financial industry. He is currently affiliated with Primerica Advisors and has a background that includes roles at INEOS, Axiom Space Inc., Intuit Inc., and Enterprise Products Company. Outside of his advisory work, he owns MS CPA LLC, providing tax preparation and filing services, and Mitchell Sosa Inc., a consulting business. 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 account options. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on percentage-based billing rather than fixed fees.
Eldon R
Series 63, Series 65
Houston, TX
Primerica Advisors
Eldon Robinson is a financial advisor at Primerica Advisors in Houston, TX, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2013, with prior experience at Brovitz Group and involvement in Sentry Builders. He is also a partner in The K&C Project LLC, a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate clients, and charitable organizations. The firm employs model-driven strategies created by unaffiliated asset managers and manages approximately $15.5 billion in assets across nearly 3,700 advisors.
Erin S
Series 63, Series 65
Houston, TX
Primerica Advisors
Erin Swim is a financial advisor with Primerica Advisors in Houston, TX, holding Series 63 and Series 65 credentials and 21 years of industry experience. Her career includes roles at Procter & Gamble and Livanova, alongside her longstanding tenure at Primerica. She is also involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services facilitated by BNY Mellon Advisors, Pershing, and Primerica Brokerage Services.
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