Manchester, NH Chestnut St Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

4

Of 3,966 advisors across 1,249 offices

Location

735 Chestnut St

Manchester NH 03104

Advisors at this office

4

Advisors at this office

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Rickey B

Series 63, Series 65

Manchester, NH

Primerica Advisors

Rickey Blais is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Primerica Advisors since 1992 and Primerica Financial Services since 1991. Outside of his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and a limited range of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model based on tiered wrap fees rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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David C

Series 65, Series 63

Manchester, NH

Primerica Advisors

David Crespo is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 14 years of industry experience. His career includes roles at Mutual of America Securities LLC and Mutual Of America Life Insurance Company, as well as involvement with Axis Coach and Primerica Financial Services. He also receives non-investment related compensation for part-time referrals of home security and automation products and other home-related services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily 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-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Dennis D

Series 63, Series 65

Manchester, NH

Primerica Advisors

Dennis Daggett is a financial advisor with Primerica Advisors in Manchester, NH, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes long-term roles at Primerica Advisors and Primerica Financial Services, as well as 15 years with the State of New Hampshire Administrative Office of the Courts. Outside of finance, he owns and operates Dennis Daggett Photography. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed accounts. The firm emphasizes a tiered wrap-fee structure and uses third-party asset managers monitored through an independent due-diligence process.

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

Madan T

Series 65, Series 63

Manchester, NH

Primerica Advisors

Madan Thebe is a financial advisor with Primerica Advisors in Manchester, NH, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has worked at PFS Investments, Inc. since 2016 and has roles at Primerica Financial Services and Triangle Credit Union dating back over a decade. Additionally, he owns Madan K. Thebe/Faith Math LLC, through which he engages in various business activities including sales of loan products and home-related services referrals. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven portfolio strategies managed by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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