Oakdale, CA Office

Walter Gordon is a financial advisor with Primerica Advisors in Modesto, CA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 1997 and was previously employed at Heartland PMT Systems from 2015 to 2019. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Nagaraj Awatiger is a financial advisor at Primerica Advisors with a Series 66 designation and seven years of industry experience. His background includes roles at Arista Networks, Pluribus Networks, Crown Capital Securities, and Cisco. In addition to his advisory work, he is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm manages a wrap-fee asset management program utilizing model-delivery strategies developed by unaffiliated asset managers and offers a limited number of discretionary separately managed accounts.

Gary Martin is a financial advisor with Primerica Advisors in Escalon, CA, holding Series 63 and Series 65 licenses and over 41 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1984. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm utilizes third-party asset managers and provides a tiered wrap-fee structure while maintaining oversight of model selection and implementation.