Mesa, AZ E Germann Rd 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
8830 E Germann Rd, Building 27 Ste F
Mesa AZ 85212
Advisors at this office
3
Advisors at this office
Ellen O
Series 63
Mesa, AZ
Primerica Advisors
Ellen Owens is a financial advisor with Primerica Advisors in Queen Creek, AZ, holding a Series 63 designation and 15 years of industry experience. She has worked with PFS Investments Inc. since 2010 and Primerica Financial Services since 2009. Outside of her advisory role, she is engaged as a self-employed photographer, trainer, and art sales professional. 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 number of separately managed account options. The firm employs an independent due-diligence process to evaluate asset managers and uses a tiered, percentage-based wrap fee structure.
Thomas W
Series 65, Series 63
Mesa, AZ
Primerica Advisors
Thomas Welton is a financial advisor with Primerica Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at Primerica Financial Services and PFS Investments Inc. since 2013 and 2014, respectively, and previously served at the Department of Homeland Security from 2004 to 2017. Welton is also involved in selling home security and automation product referrals through affiliated companies and owns Welton & Associates, LLC, which operates for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.
Steven P
Series 63, Series 65
Mesa, AZ
Primerica Advisors
Steven Payne is a financial advisor with Primerica Advisors in Mesa, AZ, holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes 14 years at Globus Medical Inc and self-employment for two years. He has also been involved with NEXT Community Church. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-based strategies and selectively managed accounts to individual and high-net-worth clients under a wrap-fee structure.
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