Southaven, MS Ferncliff Dr Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

2

Of 3,966 advisors across 1,249 offices

Location

885 Ferncliff Dr, Ste 1

Southaven MS 38671

Advisors at this office

2

Advisors at this office

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Hubbard B

Series 63, Series 66

Southaven, MS

Primerica Advisors

Hubbard Burgess is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes time at Edward Jones and a 30-year career with the Internal Revenue Service. He is also involved in selling non-investment products such as home security and automation through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options under a tiered wrap-fee structure. The firm selects and oversees third-party asset managers and delegates trading to BNY Mellon Advisors, providing a curated investment approach that excludes institutional pension or profit-sharing plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Ticha B

Series 63, Series 65

Southaven, MS

Primerica Advisors

Ticha Brannan is a financial advisor with Primerica Advisors in Southaven, MS, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at Primerica Advisors since 2016 and previously spent 19 years with Ricoh USA. Outside of her advisory role, Brannan owns Brannan Bookkeeping, LLC, a bookkeeping business. 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 under 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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