Scottsdale, AZ N Pima Rd Office

Bruce Laird is a financial advisor with Primerica Advisors in Chattanooga, TN, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been associated with Primerica Advisors and Primerica Financial Services since 2005 and with Ventura Foods since 2006. In addition to his advisory role, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily 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 employs a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of model offerings.

Bradley Laursen is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. His work history includes roles at Related Group, Fore Property, PFS Investments Inc., and Alliance Residential, alongside over two decades with Primerica Financial Services. He is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients with model-delivery strategies created by third-party asset managers. The firm supports its advisory services through a large network of advisors and offers various investment models including those with exposure to cryptocurrency ETFs.

Dylan Fundell is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked with PFS Investments Inc. and Primerica Financial Services and operates an online personal training and health consultation business called FundellFitness. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-driven portfolio strategies managed by third parties.

Shawn Williams is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses and over 10 years of industry experience. He has worked with Primerica Advisors since 2018 and previously with Price Gregory International. Outside of advisory work, Williams is the owner of Revolve, Inc., and serves as an independent consultant for ASQ Consulting. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and operates at scale with thousands of advisors and substantial assets under management.

John Peterson is a financial advisor at Primerica Advisors in Scottsdale, AZ, holding Series 63 and Series 65 licenses with four years of industry experience. Prior to joining Primerica Advisors in 2022, he worked at Honeywell, Inc. for 23 years. Outside of his advisory role, he is involved in the sale of loan products and home-related services 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, focusing on retail clients rather than institutional pension or profit-sharing plans.

Michael Bradbury is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding a Series 63 designation and eight years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, Tender Touch LLC, Victorville Valley College, and the San Bernardino County Sheriff. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and offers various portfolio approaches, supported by BNY Mellon Advisors and Pershing for trade execution and custody.