Temple, TX Office

Team
Updated today
PRIMERICA Advisors logo

PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

3,987

Across 1,251 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

1506 Paseo Del Plata, Ste 300

Temple TX 76502

Advisors at this office

6

Advisors at this office

user avatar

Arthur M

Series 63, Series 65

Temple, TX

Primerica Advisors

Arthur Mcburnett is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, he worked at the US Census Bureau and in real estate with Mike Marshall & Associates. Outside of financial advising, he owns Energy 1 Texas, a commercial and residential electricity consulting business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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

Stephen A

Series 63, Series 65

Temple, TX

Primerica Advisors

Stephen Ash is a financial advisor at Primerica Advisors with 6 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. since 2020. Outside of his advisory role, he is a part-time consultant for Arbonne International, a nutrition and health products company. 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 clients. The firm utilizes model-driven strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing.

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

John A

Series 63, Series 65

Temple, TX

Primerica Advisors

John Ash is a financial advisor with Primerica Advisors in Temple, TX, holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has worked with PFS Investments Inc. since 1990 and Primerica Financial Services since 1988. Outside of his advisory role, Ash serves as an elder at a Church of Christ congregation and is president and director of Ash Freedom Team, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

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

William W

Series 63, Series 65

Temple, TX

Primerica Advisors

William Woughter Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with PFS Investments Inc. and Primerica Financial Services since 2005 and 2006, respectively. In addition to investment-related work, he is involved in sales and referrals related to mortgage products, home security, automation, and other home services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by third parties and supports advisory services through a nationwide network of over 3,600 financial advisors.

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

Kevin T

Series 65, Series 63

Temple, TX

Primerica Advisors

Kevin Toole is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and possessing 32 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994 and worked at Hobby Lobby from 2006 to 2024. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, alongside corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party asset managers.

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

Mark M

Series 63, Series 65

Temple, TX

Primerica Advisors

Mark Mcintyre is a financial advisor with Primerica Advisors in Temple, TX, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Primerica Advisors since 2014 and has prior work history with Dell Technologies. In addition to advisory work, he 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 utilizes a tiered wrap fee structure, with portfolio implementation supported by BNY Mellon Advisors and custody services through Pershing and Primerica Brokerage Services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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