Pearland, TX E Broadway St Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

3

Of 3,966 advisors across 1,249 offices

Location

1506 E Broadway St, Ste 202

Pearland TX 77581

Advisors at this office

3

Advisors at this office

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Boyce L

Series 63, Series 65

Pearland, TX

Primerica Advisors

Boyce Laqua is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has less than one year of industry experience and has held roles at PFS Investments Inc., Primerica Financial Services, Kaneka North America LLC, Lubrizol Corporation, TD*X Associates, and Gulfspan Industrial. His background includes a period as a stay-at-home dad. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Steven S

Series 63, Series 65

Pearland, TX

Primerica Advisors

Steven Spiller is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at PFS Investments Inc., Sears, and Primerica Financial Services. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-driven strategies primarily developed by unaffiliated asset managers.

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

Amy C

Series 65, Series 63

Pearland, TX

Primerica Advisors

Amy Ciolli Curtis is a financial advisor with Primerica Advisors in Pearland, TX, holding Series 65 and Series 63 licenses and having 22 years of industry experience. She has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 1995. She also receives non-investment compensation through referrals related to home security, automation products, and loan services. 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 using model-based strategies managed by third-party asset managers and supports trade execution and custody through Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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