Summerville, SC Office

William Morgan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. He began his advisory career in 2024 and has experience with Primerica Financial Services and various roles at Clemson University and W International. His other business activities include sales of loan products and home-related services through affiliates of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process, with a tiered wrap-fee structure distinguishing its approach.

Richard Candor is a financial advisor with Primerica Advisors, holding a Series 66 designation and six years of industry experience. He has worked in education with Berkeley County and Dorchester District school systems and has been affiliated with Primerica Financial Services since 1988. Candor also engages in sales of loan products and home-related services through Primerica affiliates. Primerica Advisors offers discretionary asset management to individual and high-net-worth clients through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts. The firm focuses on curated third-party asset managers and utilizes a tiered wrap fee structure.

Milton Truluck III is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Primerica since 2022 and previously spent 17 years with The Church of the Holy Cross. Outside of advising, he is involved in the sale of home security and automation products through affiliated Primerica companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing custody services.

Angele Gerten is a financial advisor with Primerica Advisors in Summerville, SC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with PFS Investments Inc. since 2016 and with Primerica Financial Services since 2003. Gerten is also the owner of Gerten & Associates, LLC, which is used for Primerica business purposes. Primerica Advisors is a large-scale firm serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies developed by unaffiliated asset managers and offers a range of portfolio models including those focused on cryptocurrency exposure.

Leighton Mitchell is a financial advisor at Primerica Advisors with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Primerica, Mitchell has held roles at various companies including Disney and has maintained business interests through Bo Mitchell Inc., where he serves as CEO. Outside of financial advising, he is involved in entrepreneurial activities connected to his private business. Primerica Advisors sponsors 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 entities. The firm delivers advisory services through a network of advisors using model-driven investment strategies managed by unaffiliated asset managers.