Hurricane, WV Mt Vernon Road Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

3

Of 3,966 advisors across 1,248 offices

Location

3058 Mt Vernon Road

Hurricane WV 25526

Advisors at this office

3

Advisors at this office

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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
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Sheri P

Series 65, Series 63

Hurricane, WV

Primerica Advisors

Sheri Pursley is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses with two years of industry experience. She has worked at Primerica Financial Services since 2023 and has been employed by Jackson County Schools since 2008. Outside of her advisory role, she is involved in sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors manages 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-delivery strategies managed by unaffiliated asset managers and provides trade execution and account custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jeffrey U

Series 65, Series 63

Hurricane, WV

Primerica Advisors

Jeffrey Underwood is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 designations. He has 22 years of industry experience, having worked at PFS Investments Inc. and Primerica Financial Services since the early 2000s. Outside of finance, he is involved with Ellison & Haney Manufacturing, Inc., where he serves as secretary, treasurer, and part-owner of a company that manufactures oil and gas equipment. 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 organizations. The firm uses model-driven investment strategies developed by unaffiliated asset managers and operates a large network of advisors with approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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