Sidney, IA Northridge Dr Office

Team
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PRIMERICA Advisors logo

PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

3,992

Across 1,252 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

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

ESG / Sustainable investing Tax-loss harvesting Income planning

Based on PRIMERICA Advisors

Location

2822 Northridge Dr, Ste B

Sidney IA 51652

Advisors at this office

4

Advisors at this office

user avatar

Travis H

Series 63, Series 65

Sidney, IA

Primerica Advisors

Travis Hensley is a financial advisor with Primerica Advisors in Sidney, Iowa, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Primerica Financial Services since 2000 and is also associated with PFS Investments Inc. and Wedekind and Associates, Inc. Outside of his advisory work, Hensley is the owner and DJ of a music business since 2013. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors while maintaining oversight of investment models.

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

Brett B

Series 63, Series 65

Sidney, IA

Primerica Advisors

Brett Bengford is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2015. Outside of his advisory role, Bengford is involved in entrepreneurial ventures, including ownership of W.I.T.A. and a partnership in Farmhand Brewing Co. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options structured as wrap-fee solutions. The firm curates third-party asset managers and oversees portfolio management with a focus on tiered percentage-based fees and ongoing due diligence.

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

Ronald P

Series 63, Series 65

Sidney, IA

Primerica Advisors

Ronald Payne is a financial advisor with Primerica Advisors in Sidney, IA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2010. Outside of his advisory role, he works part-time as a driver and grief counselor at Cutler O'Neil Funeral Home. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm utilizes third-party asset managers and a tiered wrap-fee structure, focusing on curated portfolio models rather than institutional pension or profit-sharing plan management.

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

Rebecca F

Series 63, Series 65

Sidney, IA

Primerica Advisors

Rebecca Fegan is a financial advisor with Primerica Advisors in Sidney, Iowa, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001. Outside of her advisory role, she has been involved with the Fine Arts Academy since 1988. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure distinct from fixed-fee models.

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