Metairie, LA S I 10 Service Rd W Office

Charley Moran is a financial advisor with Primerica Advisors, holding a Series 63 designation and 35 years of industry experience. He has worked at Primerica Financial Services since 1991 and with Primerica Advisors since 1989. In addition to advisory services, Moran is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Jonathan Vega is a financial advisor with Primerica Advisors in Houma, Louisiana, holding Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Primerica Financial Services and various positions in the maritime and outdoor sectors. He also engages in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts primarily to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and utilizes BNY Mellon Advisors for portfolio implementation.

Patsy Ricau is a financial advisor with Primerica Advisors in Metairie, LA, holding a Series 63 designation and 27 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1998. Outside of her advisory role, Ricau is involved with Community Of Our Fathers Love and First Assist Services, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm curates third-party asset managers and maintains oversight of its investment models, providing a wrap-fee solution rather than institutional pension or profit-sharing plan management.

James Haas III is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 42 years of industry experience. He has been with Primerica Advisors since 1981 and has worked with affiliated companies including Primerica Financial Services and Primerica Financial Services Home Mortgages. In addition to his advisory role, he is involved in sales of investment-related products and occasionally refers clients to home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Glenn Riches is a financial advisor with Primerica Advisors in Metairie, LA, holding 35 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1990. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Clayton Sanford is a financial advisor with Primerica Advisors, holding a Series 65 credential and 23 years of industry experience. His work history includes roles at multiple healthcare institutions and investment firms, including Pfs Investments Inc and Primerica Financial Services since 2002. He is also 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 features model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional pension or profit-sharing plans.

Anthony Hagstette is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. In addition to his advisory work, he has operated a remodeling company since 1970. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Arunthavarani Thiyagarajah is a financial advisor with Primerica Advisors in Metairie, LA, holding Series 65 and Series 63 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2013 and concurrently owns Art Business Services, LLC, a tax preparation business. Primerica Advisors provides a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, employing model-delivery strategies managed by unaffiliated asset managers and supported by custodial services through Pershing.

Tevis Vandergriff is a financial advisor with Primerica Advisors in Metairie, LA, holding a Series 63 designation and 25 years of industry experience. He has worked with PFS Investments Inc. since 2000 and Primerica Financial Services since 1998. Outside of finance, he has operated Vandergriff Plastering since 1975 and works as an Uber driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of the investment models offered.

Anthony Hagstette Jr. is a financial advisor with Primerica Advisors in Metairie, LA, holding a Series 63 designation and 35 years of industry experience. He has been with Primerica Advisors since 1990 and is also involved in his family's remodeling and construction business. In addition to his advisory role, he receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Mark Schluter is a financial advisor with Primerica Advisors in Metairie, LA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of his advisory work, he is also active as a musician. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities while employing a tiered wrap-fee structure.

Lane Fournier is a financial advisor with Primerica Advisors who holds 31 years of industry experience. His professional background includes roles at LH Marine Services Inc. and founding LH Fournier & Associates. He also has involvement in selling home security and automation products through affiliated companies of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Carolyn Jacque is a financial advisor with Primerica Advisors, holding 32 years of industry experience. She has worked with PFS Investments Inc. since 2012 and has been involved with Enterprise Eleven LLC since 2008, alongside a tenure at Primerica Financial Services beginning in 1988. Outside of her advisory roles, she serves as Treasurer for the Ralph J. Burche, Jr. School Alumni Association and is a member of the Tree Board for District 1 of Kenner, Louisiana. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a selection of separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail rather than institutional portfolio management.

James Haas IV is a financial advisor with Primerica Advisors in Metairie, LA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with PFS Investments Inc. since 2022 and was previously with SWERVE LLC. Outside of his advisory role, he is involved in the sale of home security and automation 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 separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, offering various investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Paul Schneider is a Series 63 licensed advisor with Primerica Advisors in Metairie, LA, where he has worked since 1994. He has 31 years of industry experience and previously worked with Primerica Financial Services starting in 1993. Outside of advisory work, he is involved in the sale of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.