Montgomery, AL I 85 Parkway 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

1401 I 85 Parkway, Suite A 1

Montgomery AL 36106

Advisors at this office

5

Advisors at this office

user avatar

Aiyana K

Series 63, Series 65

Montgomery, AL

Primerica Advisors

Aiyana Keels is a financial advisor with Primerica Advisors in Montgomery, AL, holding Series 63 and Series 65 credentials with four years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2021. In addition to advising, she is involved in sales of investment-related products and receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

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

Frederick P

Series 63, Series 65

Montgomery, AL

Primerica Advisors

Frederick Pellum is a financial advisor at Primerica Advisors in Montgomery, AL, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2015 and previously worked at Alabama State University for five years. Outside of his advisory role, he is involved in selling home security and automation products through a Primerica affiliate and owns a real estate investment business. Primerica Advisors is a large-scale firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program focused on model-delivery strategies managed by third-party asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

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

Aseelah S

Series 63, Series 65

Montgomery, AL

Primerica Advisors

Aseelah Salaam is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and nine years of industry experience. She has worked with Primerica Financial Services since 2015 and has been affiliated with PFS Investments Inc. since 2017. In addition to her advisory role, she 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. The firm provides advisory services primarily through model-delivery strategies developed by unaffiliated asset managers and supports trade execution and custody via established partners.

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

Dori S

Series 63, Series 65

Montgomery, AL

Primerica Advisors

Dori Sippial is a financial advisor with Primerica Advisors in Montgomery, AL, holding Series 63 and Series 65 credentials and six years of industry experience. She has worked with Primerica Advisors since 2020 and has prior experience at MPS and Primerica Financial Services dating back to 1999. Outside of her advisory role, she is a part-owner of SIC, LLC, a Primerica business entity, and serves as Vice President of Three Squared Logistics Inc. Primerica Advisors offers a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides trade execution and custody support through BNY Mellon Advisors and Pershing.

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

Sharon H

Series 63, Series 65

Montgomery, AL

Primerica Advisors

Sharon Hobbie is an advisor at Primerica Advisors with Series 63 and Series 65 credentials. She has been with Primerica Advisors since 2025 and has prior experience including roles with the Tampa Bay Rays and Auburn University Montgomery. Outside of her advisory role, she works as a Destination Services Consultant at IOR Global. 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 under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

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