Laredo, TX McPherson Rd Office

Andres Rivas Chavez is a financial advisor with Primerica Advisors in Laredo, TX, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with PFS Investments Inc. since 2014 and Primerica Financial Services since 2012. Outside of advisory work, he is involved in sales of loan products and home-related services 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 selective separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure while delegating model implementation to BNY Mellon Advisors.

Miguel Chavez is a financial advisor with Primerica Advisors based in Laredo, TX, holding Series 63 and Series 65 credentials and with 11 years of industry experience. He is also the president of Miguel A. Chavez, PC, providing tax preparation, accounting, and business consulting services. Chavez has management roles in several businesses, including long-distance trucking and equipment rental ventures. 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 clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies supported by third-party asset managers and custodians.

Elena Solano is a financial advisor with Primerica Advisors in Laredo, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Primerica Advisors since 2015 and has prior experience at Expeditors. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily 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 offers a tiered wrap-fee structure rather than fixed fees.

Dylan Rivas Martinez is a financial advisor with Primerica Advisors in Laredo, TX, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at PFS Investments Inc. and involvement in several small business ventures. Outside of financial advising, he works as a high school soccer referee. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and approximately $15.5 billion in assets under management.

Gerardo Castellanos is a financial advisor with Primerica Advisors in Laredo, TX, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of advisory work, he is involved in the sales of loan products and home-related services for 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 accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.