San Antonio, TX NW Loop 410 Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

3

Of 3,977 advisors across 1,249 offices

Location

4100 NW Loop 410, Suite 124

San Antonio TX 78229

Advisors at this office

3

Advisors at this office

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Miguel A

Series 63, Series 65

San Antonio, TX

Primerica Advisors

Miguel Aguilar is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked with several construction and electrical firms and owns AMS Mechanical and Aggielar Management Solutions, both non-investment related businesses. 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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Preston H

Series 63, Series 65

San Antonio, TX

Primerica Advisors

Preston Hastings is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes work with PFS Investments Inc. and various other firms, along with roles in education and retail sectors. Hastings is also involved in sales referrals for home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program that serves individual, corporate, and charitable clients primarily through model-based investment strategies managed by third parties. The firm operates at scale with thousands of advisors and offices, focusing on advisory services rather than institutional portfolio management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Norman W

Series 63, Series 65

San Antonio, TX

Primerica Advisors

Norman Wright is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2008 and is currently affiliated with Clifton ISD. His other business activities include the sale of loan products and home-related services through affiliates of PFS Investments Inc. 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’s approach includes curated third-party asset managers and a tiered wrap-fee structure.

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