Mauldin, SC 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
503 S Main St, Ste 6024
Mauldin SC 29662
Advisors at this office
3
Advisors at this office
Kara D
Series 63, Series 65
Mauldin, SC
Primerica Advisors
Kara Dowers is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of her advisory role, she owns Dowers International, an entity formed for Primerica business purposes, and is involved in sales of loan and home-related service products 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 a limited selection of separately managed accounts. The firm curates third-party asset managers and uses an exclusively percentage-based wrap fee structure.
Terry M
Series 65, Series 63
Mauldin, SC
Primerica Advisors
Terry Meyer is a financial advisor with Primerica Advisors in Mauldin, SC, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to joining Primerica Advisors, he served 23 years with the SC Army National Guard and has been employed by GE Company for 25 years. He also engages in part-time sales of loan products and home security services through affiliated companies. 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 employs model-driven investment strategies supported by third-party asset managers and delivers advisory services through a large network of advisors.
Justin D
Series 65, Series 63
Mauldin, SC
Primerica Advisors
Justin Dowers is a financial advisor with Primerica Advisors in Mauldin, SC, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to his current role, he has held positions at several companies including PFS Investments Inc., Tellus Products LLC, and Curtiss-Wright Controls. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors who deliver model portfolio recommendations supported by third-party asset managers and custodians.
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