Midlothian, VA Harbour View Ct Office

Nathan Jaynes is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and with 17 years of industry experience. He has been with Primerica Advisors for over 17 years in total, with additional work history including roles at Purco, UPS, and Vip Kids. Outside of advisory work, he receives compensation for sales related to loan products and for referrals of home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-based investment strategies overseen by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Colleen Leithren is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. She has been associated with PFS Investments Inc. since 2020 and Primerica Financial Services since 2017. Outside of her advisory role, she is a business owner of Three in Me and an author of the Daily Quest devotional. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors using model-based strategies managed by unaffiliated asset managers.

Brittany Lester is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and one year of industry experience. Her background includes work in healthcare organizations such as Western Tidewater Community Services Board and several dermatology practices. She is also involved in sales of investment-related products and part-time referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that 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 with a large network of advisors and offers model-driven investment strategies supported by third-party asset managers and custodians.

Chinda Manalo is a financial advisor with Primerica Advisors in Midlothian, VA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked with PFS Investments Inc and Primerica Financial Services since 2016. Outside of her advisory role, Manalo is a partner in Manalo Enterprises, LLC. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed accounts, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Theresa Kelly is a financial advisor with Primerica Advisors in Midlothian, VA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked with Primerica Financial Services and affiliated firms since 2011. Outside of investment advisory work, she is involved as a Medicare broker, selling Medicare supplements, advantage plans, and prescription drug plans on a part-time basis. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers, using a tiered wrap fee structure and delegating trading responsibilities to BNY Mellon Advisors.

Charles Bennett Jr. is a financial advisor with Primerica Advisors in Powhatan, VA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and Primerica Financial Services since 1995. Outside of his advisory role, he owns Smart Route Financial Solutions LLC, a legal entity formed to support his Primerica business activities. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Harry Michalowski is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 32 years of industry experience. He has been with Primerica Advisors since 1994 and was previously affiliated with Primerica Financial Services starting in 1993. Outside of advisory work, he is involved in the sale of home security and automation products through a Primerica affiliate. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies from third-party asset managers and provides discretionary portfolio management with custody and trade execution supported by Pershing and BNY Mellon Advisors.