Sugar Land, TX Dairy Ashford Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

2

Of 3,977 advisors across 1,250 offices

Location

12946 Dairy Ashford, Suite 370

Sugar Land TX 77478

Advisors at this office

2

Advisors at this office

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Christopher D

Series 65, Series 63

Sugar Land, TX

Primerica Advisors

Christopher Durham is a financial advisor with Primerica Advisors in Sugar Land, Texas, holding Series 65 and Series 63 credentials and bringing 30 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. Outside of his advisory role, he operates a YouTube channel under Chris Durham & Associates. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with a focus on model-driven investment strategies managed by third parties. The firm manages approximately $15.5 billion in assets through a large network of advisors and offices.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Marcus C

Series 63, Series 65

Sugar Land, TX

Primerica Advisors

Marcus Castille is a financial advisor at Primerica Advisors with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2019. Prior to that, he was employed in educational roles with Fort Bend ISD and Port Arthur ISD, and held a financial services role at Momentum Financial. Outside of advising, he operates a non-investment related business under Pure Potential Properties. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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