Metairie, LA Ridgelake Dr Office

Scott Landry is a Series 65-licensed financial advisor with Primerica Advisors in Metairie, Louisiana, with one year of industry experience. Prior to joining Primerica Advisors, he was employed with Primerica Financial Services and has also been self-employed. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients primarily through model-delivery strategies managed by unaffiliated asset managers. The firm operates on a large scale with thousands of advisors and offices, managing approximately $15.5 billion in assets under management.

Rose Verdin is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. She has been with Primerica Advisors since 2015 and with the broader Primerica Financial Services organization since 2014. In addition to her advisory role, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by custodial and trade execution services through Pershing and BNY Mellon Advisors.

Daniel Boylen III is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses. He has served in the United States Air Force from 2014 to 2023 and has been working in the financial services industry since 2023. His prior work includes roles at CTEC, Primerica Financial Services, and PFS Investments Inc. Primerica Advisors sponsors and manages 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 employs a model-delivery approach and discretionary separately managed accounts supported by third-party asset managers and custodians, operating at scale with approximately 3,700 advisors and $15.5 billion in assets under management.

Cristie Fraits is a financial advisor with Primerica Advisors in Metairie, LA, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has been with Primerica Advisors since 2014 and has been associated with Primerica Financial Services since 2009. Her other business activities include part-time or full-time sales of investment-related products with affiliated companies and receiving compensation for referrals of home security, automation products, and other home-related services. Primerica Advisors is a sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets through nearly 3,700 advisors and delivers advisory services via model-based recommendations created and managed by third-party asset managers.

Troy Fields is a financial advisor with Primerica Advisors in New Orleans, LA, holding a Series 63 designation and over 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. In addition to his advisory role, he receives compensation for part-time referrals of home security, automation products, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management primarily 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 uses a tiered wrap fee structure and curates third-party asset managers, with trading and implementation delegated to BNY Mellon Advisors.

Sedrick Thomas is a Series 63 licensed financial advisor with Primerica Advisors in Metairie, LA, where he has worked since 1995. He has 39 years of industry experience, including prior work with Primerica Financial Services dating back to 1983. Thomas serves on the board of directors for Primerica's African American Leadership Council and is involved in referral activities for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Anita Brown is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. She has been with Primerica Advisors since 1996 and with Primerica Financial Services since 1995. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm manages third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation handled by BNY Mellon Advisors.