Newport News, VA Office

Joseph Giles is a financial advisor with Primerica Advisors in Newport News, VA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Primerica Advisors since 2015 and has been involved in roles outside finance, including owning Two Mice Fitness Solutions, LLC as a personal trainer and founding the Buckroe Sharks Wrestling Club, a nonprofit organization. He also serves as a wrestling referee for the Southeastern Wrestling Officials Association. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Jill Rondeau is a financial advisor with Primerica Advisors in Newport News, VA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. She has been with Primerica since 2005 and has additional work history with Tent Ox. Outside of advisory services, she is involved in the sale of loan products and home-related services referrals through affiliated companies. Primerica Advisors is a large-scale firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that emphasizes model-delivery strategies managed by third-party asset managers. The firm supports a variety of investment models and delivers advisory services via a broad network of financial advisors.

James Riley is a financial advisor with Primerica Advisors in Newport News, VA, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Primerica since 1992 and previously worked with Newport News Public Schools for 22 years. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered, percentage-based wrap fee structure.

Frank Richardson Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of advisory services, he is involved in the sale of loan products and home security-related referrals 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 delivers advisory services at scale through a large network of advisors and utilizes model-driven investment strategies supported by third-party asset managers and custodians.

Diane Biegler is a financial advisor with Primerica Advisors in Hampton, VA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1993. Outside of her advisory role, she is involved in referral activities for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers for portfolio implementation and operates a tiered wrap-fee structure.

James Cumming II is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of his advisory role, he has involvement in sales of loan products and home-related services through Primerica affiliates and participates in renewable energy credits related to solar panels on his personal residence. 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 employs a tiered wrap-fee structure, emphasizing oversight and independent due diligence in its investment approach.