Richmond Heights, OH Office
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PRIMERICA Advisors
Institution
Firm-wide stats for PRIMERICA Advisors
About
Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program that serves primarily individual investors (including both non-HNW and high-net-worth clients), as well as corporate and charitable clients. The firm operates at scale — roughly 3,698 financial advisors, about 1,829 offices, and approximately $15.5 billion in AUM — and delivers advisory services through advisors who collect client information and present model recommendations.
The Program relies largely on model-delivery strategies created and managed by unaffiliated asset managers, with a limited number of discretionary separately managed account options; an overlay manager (BNY Mellon Advisors) and Pershing custody/clearing support trade execution and account custody. Models span strategic, tactical, tax-managed and income-distribution approaches and the brochure discloses recently added models that allocate to exchange-traded funds investing in cryptocurrency; advisory arrangements are billed as percentage-of-AUM rather than on a fixed-fee basis.
Compared with many large institutional advisers, Primerica does not provide portfolio management for institutional clients, does not serve pension or profit‑sharing plan clients, and does not offer a formal “selection of other advisers” service for clients — features that the firm’s disclosure highlights as absent. The firm also discloses several program-specific operational features and conflicts (use of third‑party due diligence, certain proprietary fund limitations through its broker‑dealer, an exclusion of parent-company stock from Program accounts, and compensation arrangements tied to wrap fees and asset managers) that distinguish its program governance and product availability from some peers.
Based on PRIMERICA Advisors
Expertise
Based on PRIMERICA Advisors
Location
5241 Wilson Mills Rd, Ste 27
Richmond Heights OH 44143
Advisors at this office
3
Advisors at this office
Francine H
Richmond Heights, OH
Primerica Advisors
Francine Hollis is a financial advisor with Primerica Advisors, holding 10 years of industry experience. She has worked at PFS Investments Inc. since 2015 and has been with Primerica Financial Services since 2013. Hollis is involved in additional business activities including sales of loan products and home-related services through affiliated companies, and she is a partner at Ronald Hollis Jr., LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee model, delegating trading responsibilities to BNY Mellon Advisors.
Lashawna H
Series 63
Richmond Heights, OH
Primerica Advisors
Lashawna Howard is a financial advisor with Primerica Advisors in Richmond Heights, OH. She holds a Series 63 designation and has eight years of industry experience. Prior to joining Primerica Advisors in 2017, she worked at GOJO Industries for ten years and has been affiliated with Primerica Financial Services since 2006. Outside of advising, she is involved in sales of loan products and home security referrals through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
Ronald H
Series 63
Richmond Heights, OH
Primerica Advisors
Ronald Hollis Jr. is a financial advisor with Primerica Advisors in Cleveland Heights, OH, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2010 and has a background that includes a decade of involvement with New Community Bible Fellowship. Outside of his advisory role, he is a partner at Ronald Hollis Jr., LLC, which engages in investment-related activities and referrals for home security and automation products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors for model implementation.
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