Hurst, TX Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

4

Of 3,966 advisors across 1,249 offices

Location

700 NE Loop 820, Ste 216 A

Hurst TX 76053

Advisors at this office

4

Advisors at this office

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Jerry B

Series 63, Series 65

Hurst, TX

Primerica Advisors

Jerry Blackard is a financial advisor with Primerica Advisors in Burleson, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been associated with PFS Investments Inc. since 1999 and with Primerica Financial Services since 1995. Outside of advisory work, he is involved in business activities related to loan product sales and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brian C

Series 63, Series 66

Hurst, TX

Primerica Advisors

Brian Coker is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked with Primerica Financial Services since 2002 and PFS Investments Inc. since 2005. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and trade execution.

ESG / Sustainable investing Tax-loss harvesting Income planning
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James C

Series 63, Series 65

Hurst, TX

Primerica Advisors

James Crouch is a financial advisor with Primerica Advisors in Irving, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2019 and was previously affiliated with Texas LawShield. Outside of his advisory role, he is the sole proprietor of A1 Handgun Training, LLC, a business focused on firearm training. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, providing a wrap-fee investment solution rather than institutional plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Sara Z

Series 63, Series 65

Hurst, TX

Primerica Advisors

Sara Zuniga is a financial advisor with Primerica Advisors in Hurst, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked at Primerica Advisors since 2018 and previously at Primerica Financial Services starting in 2017. Prior to her financial services career, she spent 13 years with United Independent School District. Outside of advisory work, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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