Russellville, AR S Boston Ave 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
310 S Boston Ave, Ste 2
Russellville AR 72811
Advisors at this office
3
Advisors at this office
Gary H
Series 63, Series 65
Russellville, AR
Primerica Advisors
Gary Huggins is a financial advisor with Primerica Advisors in Russellville, Arkansas, holding Series 63 and Series 65 licenses and over 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1981. Outside of advisory work, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
Donna B
Series 63, Series 65
Russellville, AR
Primerica Advisors
Donna Brandt is a financial advisor at Primerica Advisors with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms, including Hubbs & Whitehead CPAs, Pro Care Innovations, Landmark PLC, and ArcBest. In addition to her advisory work, Brandt owns a firm that provides bookkeeping services to six entities. 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 that delivers model-based investment strategies supported by third-party asset managers and custodial services.
Paulette C
Series 63, Series 65
Russellville, AR
Primerica Advisors
Paulette Coffman is a financial advisor with Primerica Advisors in Russellville, AR, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been affiliated with PFS Investments Inc., Primerica Financial Services, and her own practice since 1998. Outside of advisory work, she is involved in the sale of home-related products, including loan products, home security, and automation services for affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap fee structure.
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