Mauldin, SC Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

3

Of 3,966 advisors across 1,249 offices

Location

503 S Main St, Ste 6024

Mauldin SC 29662

Advisors at this office

3

Advisors at this office

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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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Terry M

Series 65, Series 63

Mauldin, SC

Primerica Advisors

Terry Meyer is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and one year of industry experience. He has previous work experience with Primerica Financial Services and has served in the SC Army National Guard for 23 years, as well as holding a long-term position at GE Company. His outside business activities include part-time sales of home security, automation, and loan products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-driven strategies managed by third-party asset managers and operates with an emphasis on advisory services delivered through its extensive network of financial advisors.

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

Series 65, Series 63

Mauldin, SC

Primerica Advisors

Justin Dowers is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials and one year of industry experience. His prior work includes roles at PFS Investments Inc. and various aerospace and manufacturing companies. He is involved in sales of investment-related products and also participates in home security and automation service referrals through affiliated companies. Primerica Advisors is a large-scale firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that primarily uses model-delivery strategies managed by unaffiliated asset managers. The firm supports approximately 3,698 advisors and manages about $15.5 billion in assets.

ESG / Sustainable investing Tax-loss harvesting Income planning
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