Stafford, VA Onville Rd Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

2

Of 3,977 advisors across 1,249 offices

Location

24 Onville Rd, Suite 101 D 10 A

Stafford VA 22556

Advisors at this office

2

Advisors at this office

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Pamela L

Series 63, Series 65

Stafford, VA

Primerica Advisors

Pamela Luckie is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s. Her other business activities include the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and select corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and operates with approximately 3,935 advisors across nearly 1,829 offices, managing about $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jerry P

Series 63, Series 65

Stafford, VA

Primerica Advisors

Jerry Pemberton is a financial advisor with Primerica Advisors in Stafford, VA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2010. Outside of his advisory role, he is a licensed real estate broker and owner of a sole proprietorship focused on real estate sales and property management, and he also works as a tax preparer and real estate instructor in Florida. 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 primarily by third-party asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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