Miami, FL NW 165th Street Rd Office

Team
Updated today
PRIMERICA Advisors logo

PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

4,003

Across 1,252 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

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

ESG / Sustainable investing Tax-loss harvesting Income planning

Based on PRIMERICA Advisors

Location

520 NW 165th Street Rd, Ste 208

Miami FL 33169

Advisors at this office

3

Advisors at this office

user avatar

Tiffany T

Series 63, Series 65

Miami, FL

Primerica Advisors

Tiffany Thorne is a financial advisor with Primerica Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Primerica since 1996 and serves as a pastor at Kingdom Life Ministries. Thorne is also the assistant general manager at Thorne's Mortuary and founded the South Florida Fine Arts Academy, Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable organizations. The firm operates at scale with nearly 3,700 advisors and employs model-driven investment strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Cornelius L

Series 63, Series 65

Miami, FL

Primerica Advisors

Cornelius Lecounte is a financial advisor with Primerica Advisors in Miami, FL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with PFS Investments Inc. since 2009 and was employed at the Dade County Courthouse from 2008 to 2022. Outside of advising, he is involved in the sale 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, offering model-based strategies managed by third-party asset managers. The firm operates nationally with approximately 3,700 advisors and $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Tishawa H

Series 63, Series 65

Miami, FL

Primerica Advisors

Tishawa Howard is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at PFS Investments Inc and Primerica Financial Services since 2000. Outside of her advisory role, she owns Tishawa Howard, LLC, a business coaching and consulting firm, and is the author of *MOVE: You're in the Way of Your Own Destiny*. 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 within a wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
View complete list of advisors at this office
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