St George, UT S Silicon Way Office

Team
Updated today
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

1487 S Silicon Way, Suite A 4 A

St George UT 84770

Advisors at this office

4

Advisors at this office

user avatar

Jennifer H

Series 63, Series 65

St George, UT

Primerica Advisors

Jennifer Higby is a financial advisor with Primerica Advisors in Cedar City, UT, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2007. Outside of advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

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

Lydia F

Series 63, Series 65

St George, UT

Primerica Advisors

Lydia Feild is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She has been with Primerica Advisors since 2021 and Primerica Financial Services since 2020. Outside of finance, she has been involved in music education through Lydia Feild Music Lessons since 2017 and has worked with the Neil Simon Festival. Primerica Advisors provides 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 employs a tiered wrap-fee structure rather than fixed fees.

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

Tim S

Series 63, Series 65

St George, UT

Primerica Advisors

Tim Swainston is a financial advisor with Primerica Advisors in St. George, UT, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Primerica Advisors since 1986 and associated with Primerica Financial Services since 1985. Outside of his advisory role, he serves as Secretary/Treasurer for Precinct WHT01 and is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and limited separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio implementation supported by BNY Mellon Advisors and trade execution through Pershing and Primerica Brokerage Services.

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

Shauna S

Series 65, Series 63

St George, UT

Primerica Advisors

Shauna Swainston is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. Her background includes long-term service with The Church of Jesus Christ of Latter Day Saints and extensive tenure with Primerica Financial Services dating back to 1992. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by unaffiliated asset managers and supports account execution and custody through BNY Mellon Advisors and Pershing.

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