Miami, FL 10300 SW 72nd Street Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

2

Of 3,977 advisors across 1,249 offices

Location

10300 SW 72nd Street, Suite 324

Miami FL 33173

Advisors at this office

2

Advisors at this office

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Dan B

Series 63, Series 65

Miami, FL

Primerica Advisors

Dan Bonsanti is a financial advisor with Primerica Advisors in Cutler Bay, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner and president of Dabon Music LLC. 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 provides a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Glenn H

Series 63, Series 65

Miami, FL

Primerica Advisors

Glenn Hall is a financial advisor with Primerica Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of his advisory role, Hall owns Trim Right Tree Services in Miami. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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