Indianapolis, IN 8383 Craig St Suite 100 B Office

Team
Updated today
PRIMERICA Advisors logo

PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

3,992

Across 1,252 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

8383 Craig St, Suite 100 B

Indianapolis IN 46250

Advisors at this office

5

Advisors at this office

user avatar

Jeffrey S

Series 63, Series 65

Indianapolis, IN

Primerica Advisors

Jeffrey Seagrave is a financial advisor with Primerica Advisors in Indianapolis, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of his advisory role, he is involved in the sale of home security and automation products through referrals and mortgage loan products aligned with affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable entities. The firm employs a model-driven investment approach supported by third-party asset managers and oversees approximately $15.5 billion in assets under management across nearly 3,700 advisors.

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

Tyler Z

Series 63, Series 65

Indianapolis, IN

Primerica Advisors

Tyler Zimmerly is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2011. In addition to 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 to individual and high-net-worth clients through its Lifetime Investment Program, which includes model-delivery strategies and separately managed account options structured as a wrap-fee solution. The firm uses third-party asset managers and emphasizes a percentage-based, tiered wrap fee structure.

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

Paul T

Series 63, Series 65

Indianapolis, IN

Primerica Advisors

Paul Turner is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. His prior work includes roles at KETER and Cobham. Outside of his advisory role, he serves as president of Business Improvement Group, Inc., a business consultation firm. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, primarily serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure.

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

Samantha H

Series 65, Series 63

Indianapolis, IN

Primerica Advisors

Samantha Harris is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and one year of industry experience. Her background includes roles in pharmaceuticals and retail, as well as part-time work related to investment and home service product sales affiliated with Primerica. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, 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

Justin B

Series 63, Series 65

Indianapolis, IN

Primerica Advisors

Justin Brown is a financial advisor with Primerica Advisors in Indianapolis, IN, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has worked at PFS Investments Inc. since 2012 and has been associated with Primerica Financial Services since 2001. In addition to his advisory work, Brown has served with the Lafayette Fire Department since 2010. 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 accounts. The firm curates third-party asset managers and provides a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
View complete list of advisors at this office
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