Longview, TX Nealy Way Office
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Primerica Advisors
Institution
Firm-wide stats for Primerica Advisors
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
Based on Primerica Advisors
Location
3122 Nealy Way, Ste 109
Longview TX 75605
Advisors at this office
4
Advisors at this office
Andrew B
Series 65, Series 63
Longview, TX
Primerica Advisors
Andrew Burnfield is a financial advisor with Primerica Advisors in Longview, TX, holding Series 65 and Series 63 credentials and 11 years of industry experience. He has been with Primerica Advisors since 2015 and previously operated Burnfield Studios, LLC. He also has experience in volunteer roles with the Texas PTA and Pine Tree PTA. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies managed by unaffiliated asset managers and supported by custodial and trade execution services. The firm serves primarily individual investors across a broad range of account sizes and offers a range of strategic and tactical investment models.
Jaseth B
Series 63, Series 65
Longview, TX
Primerica Advisors
Jaseth Bassaragh is a financial advisor with Primerica Advisors in Longview, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. His work history includes roles at PFS Investments Inc. since 2017 and Primerica Financial Services since 2013, along with self-employment as a notary in New York. He is involved in sales of investment-related products and also participates in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.
Alexander S
Series 63, Series 65
Longview, TX
Primerica Advisors
Alexander Singer is a financial advisor with Primerica Advisors in Longview, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with PFSI Investment Inc. since 2018 and has been affiliated with Primerica Financial Services since 2016. Outside of his advisory role, he is involved in the sale of home security, automation products, and loan referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure without fixed-fee billing options.
Timothy S
Series 63, Series 65
Longview, TX
Primerica Advisors
Timothy Spain is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials. He has one year of experience in the financial industry, with prior roles at PFS Investments Inc. and Primerica Financial Services, alongside previous employment in education and transportation. Primerica Advisors offers a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and operates a large network of advisors and offices.
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