San Antonio, TX Bandera Rd 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
6100 Bandera Rd, Ste 405
San Antonio TX 78238
Advisors at this office
3
Advisors at this office
Byron A
Series 63, Series 65
San Antonio, TX
Primerica Advisors
Byron Armstrong is a financial advisor with Primerica Advisors in Castroville, TX, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004. In addition to advisory work, Armstrong receives non-investment related compensation for referrals related to home security and automation products and loan services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail client portfolio management rather than institutional or pension plans.
Jessie G
Series 65, Series 63
San Antonio, TX
Primerica Advisors
Jessie Gonzaga is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Primerica and its affiliate PFS Investments Inc., Jessie worked in healthcare roles at University Health and Methodist Hospital. Outside of advisory work, Jessie is involved in the sales of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies and support from third-party managers and custodians. The firm operates nationally with thousands of advisors and offices, focusing primarily on retail investors rather than institutional portfolios.
Roland G
Series 65, Series 63
San Antonio, TX
Primerica Advisors
Roland Gayatin is a financial advisor with Primerica Advisors in San Antonio, TX, holding Series 65 and Series 63 licenses with four years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2021. Outside of his advisory role, he is involved with Oblate Missions, an affiliation dating back over two decades. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies and supports accounts with custodial and trade execution services provided by Pershing.
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