Phoenix, AZ 5225 N Central Ave Ste 208 Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

2

Of 3,977 advisors across 1,249 offices

Location

5225 N Central Ave, Ste 208

Phoenix AZ 85012

Advisors at this office

2

Advisors at this office

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Justin M

Series 66

Phoenix, AZ

Primerica Advisors

Justin Martz is a financial advisor with Primerica Advisors in Gilbert, AZ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Cetera Advisor Networks LLC, Voya Financial Advisors, and Wells Fargo Bank. Outside of finance, he operates a wedding officiant service and serves as a contractor for Sun Valley Community Church. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Andrew L

Series 63, Series 65

Phoenix, AZ

Primerica Advisors

Andrew Laue is a financial advisor at Primerica Advisors in Phoenix, AZ, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Primerica since 2015. His prior roles include positions at Peoria Unified School District, Maricopa County Community College District, and Joy Christian School. He also receives non-investment related compensation for part-time referrals of home security, automation products, and other home-related services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm uses model-delivery strategies managed by third parties and offers discretionary separately managed accounts, operating through a large network of advisors with approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
View complete list of advisors at this office
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