Tempe, AZ Office

Team
Updated today
PRIMERICA Advisors logo

PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

4,003

Across 1,248 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

2245 W Univeristy Dr, Ste 4

Tempe AZ 85281

Advisors at this office

5

Advisors at this office

user avatar

Kevin Z

Series 63, Series 65

Tempe, AZ

Primerica Advisors

Kevin Zirk is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has more than 33 years of industry experience and has been affiliated with Primerica since 1985. Outside of his advisory role, he has owned multiple private business entities since the late 1990s. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies and partners with third-party managers and custodians to provide advisory services.

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

Steve S

Series 63, Series 65

Tempe, AZ

Primerica Advisors

Steve Silverman is a financial advisor with Primerica Advisors in Tempe, AZ, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been with Primerica since 1985. Outside of his advisory role, Silverman is involved in songwriting and owns two businesses, Bookwork Infomarks LLC and Steve Silverman Productions, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered percentage-based wrap fee structure.

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

Garron B

Series 63, Series 65

Tempe, AZ

Primerica Advisors

Garron Bond is a financial advisor with Primerica Advisors in Tempe, AZ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2000. Outside of advisory services, he has been involved with sales of loan products and home security referrals through Primerica affiliates and was previously a member of Bondstarr LLC in Scottsdale, AZ. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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

Russell F

Series 63, Series 65

Tempe, AZ

Primerica Advisors

Russell Foster is a financial advisor with Primerica Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at PFS Investments Inc. since 2008 and Primerica Financial Services since 1993. Outside of financial advising, he is involved in sales of home-related products through a non-investment business in Phoenix. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

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

Juanita W

Series 63, Series 65

Tempe, AZ

Primerica Advisors

Juanita Williams is a financial advisor with Primerica Advisors in Tempe, AZ, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked at Primerica Advisors since 2017 and Primerica Financial Services since 2016. Prior to her advisory career, she was involved in Caliente Construction, Inc. and JR Graphics, LLC. Outside of financial advising, she receives non-investment compensation for referrals related to home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors—including both non-high-net-worth and high-net-worth clients—along with corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,698 advisors and $15.5 billion in assets under management.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)