Orangeburg, SC St Paul St Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

2

Of 3,966 advisors across 1,249 offices

Location

396 St Paul St, Ste 107 A

Orangeburg SC 29115

Advisors at this office

2

Advisors at this office

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Dallas G

Series 65, Series 63

Orangeburg, SC

Primerica Advisors

Dallas Gooden is a financial advisor with Primerica Advisors in Orangeburg, SC, holding Series 65 and Series 63 registrations and having 16 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2009. Outside of his advisory roles, he has been involved in sales related to home security and automation products as well as loan 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 clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and provides a range of portfolio options supported by BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Denise M

Series 65, Series 63

Orangeburg, SC

Primerica Advisors

Denise Medaglia is a financial advisor with Primerica Advisors in Orangeburg, SC, holding Series 65 and Series 63 credentials and 12 years of industry experience. She has been with Primerica Advisors since 2014 and Primerica Financial Services since 2013. Outside of finance, she serves as the varsity softball coach at Blackstone Valley Regional Vocational Technical High School and works as a part-time tutor for Wyzant, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors alongside corporate and charitable clients. The firm employs model-delivery strategies from unaffiliated asset managers and offers advisory services through a large network of financial advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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