Hurricane, WV Mt Vernon Road Office

Team
Updated today
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

3058 Mt Vernon Road

Hurricane WV 25526

Advisors at this office

4

Advisors at this office

user avatar

Mike J

Series 63, Series 65

Hurricane, WV

Primerica Advisors

Mike Johnson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Primerica Advisors since 1986 and Primerica Financial Services since 1983. Outside of his advisory role, he owns a sole proprietorship with non-investment related activities including referrals for home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and limited separately managed account options. 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
user avatar

Mariann R

Series 65, Series 63

Hurricane, WV

Primerica Advisors

Mariann Rutherford is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. She has worked with PFS Investments Inc. since 2022 and Primerica Financial Services since 2021. Outside of her advisory role, she is a healthcare consultant with Mightywell, based in Marietta, GA. Primerica Advisors is a firm that provides a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-based investment strategies managed by unaffiliated asset managers.

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

Sheri P

Series 63, Series 65

Hurricane, WV

Primerica Advisors

Sheri Pursley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and two years of industry experience. She has been affiliated with Primerica Advisors and Primerica Financial Services since 2023 and also works with Jackson County Schools. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliates of her firm. Primerica Advisors manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients, using model-driven investment strategies supported by third-party asset managers and custodians.

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

Jeffrey U

Series 63, Series 65

Hurricane, WV

Primerica Advisors

Jeffrey Underwood is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since the early 2000s. Outside of advising, he is part owner and officer of Ellison & Haney Manufacturing, Inc., a company that manufactures oil and gas equipment. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies managed by third-party asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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