Las Cruces, NM Office

Team
Updated today
PRIMERICA Advisors logo

PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

4,003

Across 1,248 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

1900 S Telshor Blvd, Ste A

Las Cruces NM 88011

Advisors at this office

4

Advisors at this office

user avatar

Jose Z

Series 63, Series 65

Las Cruces, NM

Primerica Advisors

Jose Zavala is a financial advisor with Primerica Advisors in Las Cruces, NM, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at PFS Investments Inc. and icanna. He has involvement with affiliated companies offering home security and automation product referrals, as well as mortgage-related services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides custody and trade execution through third-party providers.

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

Jeffrey M

CFP®, Series 63, Series 65

Las Cruces, NM

Primerica Advisors

Jeffrey Milne is a financial advisor with Primerica Advisors, holding the CFP® designation and Series 63 and 65 licenses, with 10 years of industry experience. His career includes roles at CMJ Financial Group, PFS Investments Inc., and The Prudential Insurance Company of America. In addition to advisory work, he is involved in part-time sales of loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers a range of strategic, tactical, tax-managed, and income-distribution investment models.

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

Charles P

Series 63, Series 65

Las Cruces, NM

Primerica Advisors

Charles Pettitt is a financial advisor with Primerica Advisors in Las Cruces, NM, holding Series 63 and Series 65 licenses and having five years of industry experience. He has been with Primerica Advisors since 2020 and has prior experience with Primerica Financial Services dating back to 2017. Outside of his advisory role, Pettitt manages two short-term rental properties as an Airbnb host and operates an online eBay store specializing in sports collectibles. 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 delivers advisory services through a large network of advisors using model-based investment strategies supported by unaffiliated asset managers.

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

Elvira E

Series 63, Series 65

Las Cruces, NM

Primerica Advisors

Elvira Esparza Bencomo is a financial advisor with Primerica Advisors in Las Cruces, NM, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has been with Primerica Advisors since 2013 and has prior experience at companies including Black Turtle Services and Real Time Solutions. Outside of her advisory role, she is involved in sales of home security and automation products and other home-related services through affiliated companies. Primerica Advisors is a large institution serving primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers, offering a range of strategic, tactical, tax-managed, and income-distribution models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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