Randallstown, MD 9916 B Liberty Road Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

3

Of 3,966 advisors across 1,249 offices

Location

9916 B Liberty Road

Randallstown MD 21133

Advisors at this office

3

Advisors at this office

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Angela H

Series 63, Series 65

Randallstown, MD

Primerica Advisors

Angela Harper is a financial advisor with Primerica Advisors in Randallstown, MD, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She has worked at PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of investment advisory, she is involved in sales 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 selectively managed accounts for individual and high-net-worth clients. The firm employs third-party asset managers and provides a tiered, percentage-based wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Marjorie A

Series 63, Series 65

Randallstown, MD

Primerica Advisors

Marjorie Adams is a financial advisor with Primerica Advisors in Randallstown, MD, holding Series 63 and Series 65 designations and nine years of industry experience. She has been with Primerica Advisors since 2016 and concurrently affiliated with Primerica Financial Services since 2015. Adams has also been involved with Morgan State University since 2006. In addition to her advisory role, she receives non-investment related compensation through referrals for home security, automation, and related services. 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 uses a percentage-based wrap fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.

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

Patrick T

Series 63, Series 65

Randallstown, MD

Primerica Advisors

Patrick Taylor is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at PFS Investments, Inc. since 2008 and Primerica Financial Services since 2006. In addition to his advisory role, Taylor is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure for its investment solutions.

ESG / Sustainable investing Tax-loss harvesting Income planning
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