Springfield, VT Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$15,417,486,405
ClientsTotal clients
67,586
AdvisorsAdvisors at this office
2
Of 3,966 advisors across 1,249 offices
Location
368 River St, Ste 142
Springfield VT 05156
Advisors at this office
2
Advisors at this office
Robert W
Series 63, Series 65
Springfield, VT
Primerica Advisors
Robert Walker Sr. is a financial advisor with Primerica Advisors in Springfield, VT, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in sales of home-related products through affiliated companies, including mortgage and home security services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
Debra C
Series 63, Series 65
Springfield, VT
Primerica Advisors
Debra Cox is a financial advisor with Primerica Advisors in North Springfield, VT, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has been with Primerica Advisors since 1991 and with Primerica Financial Services since 1990. In addition to her advisory role, she receives compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with trading delegated to BNY Mellon Advisors and custody services through Pershing and Primerica Brokerage Services.
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