Rogers, AR Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

3

Of 3,966 advisors across 1,249 offices

Location

2608 North 2nd Street, Suite 133

Rogers AR 72756

Advisors at this office

3

Advisors at this office

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Lynnel B

Series 63, Series 65

Rogers, AR

Primerica Advisors

Lynnel Bryson Davis is a financial advisor with Primerica Advisors in Rogers, Arkansas, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to her advisory role, she worked in education with the Monrovia Unified School District for 18 years. Outside of finance, she is involved part-time as a server for a catering service that provides food and bar services for events. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients, primarily under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, focusing on individual investor solutions rather than institutional or pension plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Richard M

Series 63, Series 65

Rogers, AR

Primerica Advisors

Richard Mc Kone is a financial advisor with Primerica Advisors in Rogers, AR, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors since 2018 and has also worked with Primerica Financial Services since 2017. Outside of advisory roles, he is involved in the sale of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap-fee structure, maintaining oversight of model selection and implementation.

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

Kristopher K

Series 63, Series 65

Rogers, AR

Primerica Advisors

Kristopher Keck is a financial advisor with Primerica Advisors in Rogers, AR, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at PFSU Insurance and PFS Investments, Inc., where he has been active since 2010. Outside of investment advisory services, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a selection of separately managed accounts for individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, maintaining authority over model selection and implementation.

ESG / Sustainable investing Tax-loss harvesting Income planning
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