Orlando, FL S Kirkman Rd Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

2

Of 3,966 advisors across 1,249 offices

Location

5401 S Kirkman Rd, Ste 310/Office 327

Orlando FL 32819

Advisors at this office

2

Advisors at this office

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Elizabeth W

Series 65

Orlando, FL

Primerica Advisors

Elizabeth Walcott Pinkston is a financial advisor with Primerica Advisors in Orlando, FL, holding a Series 65 credential and 14 years of industry experience. She has worked with Primerica Advisors since 2011 and has additional experience at Spectrum starting in 2024. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Stanise R

Series 63, Series 65

Orlando, FL

Primerica Advisors

Stanise Richardson is a financial advisor with Primerica Advisors in Gotha, FL, holding Series 63 and Series 65 licenses and having 22 years of industry experience. Her career includes roles at The Diamond Agency, BestMark, Pfs Investments Inc., and Primerica Financial Services, as well as a previous 34-year tenure at Walt Disney Attractions. Outside of financial advising, she works as an independent contractor with VIPKID HK LTD. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and employs a percentage-based wrap fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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