Methuen, MA Office

Kaushikkumar Patel is a financial advisor with Primerica Advisors in Burlington, MA, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has worked at PFS Investments Inc. since 2007 and has been affiliated with Primerica Financial Services since 2006. Outside of investment advisory work, he is involved in the sale of loan products and home security and automation services 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 limited separately managed account options under a wrap-fee structure.

Lindsay Smith is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Outside of her advisory role, Smith is self-employed as a bartender at York Golf & Tennis in York, Maine. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Trevor Harris is a financial advisor with Primerica Advisors in Methuen, MA, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked at Primerica Financial Services since 2017 and with Primerica Advisors since 2019. Outside of advisory work, he receives compensation for part-time referrals of home security, automation products, and other home-related 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, along with corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately $15.5 billion in assets under management.

John Shaffer is a financial advisor with Primerica Advisors in Methuen, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Primerica Financial Services since 2002 and has been with Primerica Advisors since 2018. Outside of advisory duties, he is involved in sales of investment-related and loan products, as well as referrals for home security and automation services 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 accounts. The firm delivers advisory services through a large network of advisors using model-driven strategies developed by unaffiliated asset managers.

Joseph Caci is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been associated with Primerica Advisors and affiliated entities since 1997 and is involved in sales of investment-related products as well as referral activities for home security and automation services through related companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-driven strategies managed by unaffiliated asset managers.

Byron Spinney is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and seven years of industry experience. He has worked at various firms, including Casella and Wheelabrator, before joining Primerica Advisors in 2020. Outside of advisory services, Spinney is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services primarily through model-based strategies created by unaffiliated asset managers.