Largo, FL W Bay Dr Office

Robert Karr is a financial advisor with Primerica Advisors in Largo, FL, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Primerica Advisors since 1991 and Primerica Financial Services since 1986. 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 sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing on non-institutional investors.

Nicholas Keating III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked at Primerica Financial Services since 1991 and at PFS Investments Inc. since 1983, with a brief tenure at Appointments 4 Advisors in 2020. Outside of investment advising, he is involved in sales related to home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-based strategies developed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

David Oates is a financial advisor at Primerica Advisors with 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2002 and also has a longstanding role at S. O. R. Inc. since 1992. Outside of his advisory work, he drives part-time for DoorDash. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-based strategies managed by unaffiliated asset managers, supported by institutional custodians and overlay managers.

Pasquale Jurczak is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at PFS Investments Inc. since 2005 and has been affiliated with Primerica Financial Services since 2004. In addition to advisory work, he is involved in the sale of home security and automation products through referrals with Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven portfolio management supported by third-party asset managers and custody services, with approximately $15.5 billion in assets under management.

Kevin Ley is a financial advisor with Primerica Advisors in Clearwater, FL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1989. In addition to his advisory role, he is involved in sales of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors offers 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 uses a tiered wrap-fee structure, focusing on a range of investment approaches including Strategic, Tactical, Tax-Aware, and Income Distribution models.

Laurie Oates is a financial advisor with Primerica Advisors in Largo, FL, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. In addition to her advisory role, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, overseeing approximately $15.5 billion in assets under management. The firm delivers advisory services through a large network of advisors who utilize model-driven investment strategies supported by third-party asset managers and custodians.