Vienna, VA Office

Julia Tran is a financial advisor at Primerica Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior work experience in both financial services and the food industry. Outside of finance, she owns Hoolia's Crochet, a small business creating handmade crochet products. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts 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.

Allen Clark is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles in construction firms and financial services. Outside of finance, he owns and operates Clark Equestrian Center, a horse training and boarding facility. Primerica Advisors is a large institution serving individual, corporate, and charitable clients through a wrap-fee asset management program. The firm offers model-based investment strategies managed by unaffiliated asset managers and supports account custody and trade execution through third-party providers.

Michael Ludwitzke is a financial advisor at Primerica Advisors in Vienna, VA, with seven years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2019. In addition to his advisory role, he receives compensation for the sale of loan products and referrals related to home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, managing approximately $15.5 billion in assets.

Francis Bustamante is a financial advisor with Primerica Advisors in Vienna, VA. He holds Series 63 and Series 65 licenses and has been working with Primerica Financial Services since 2018. He is also involved with Ashburn Consulting LLC, where he has been engaged since 2008. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodial services, operating through a large network of advisors and offices with approximately $15.5 billion in assets under management.

Richard Kessinger is a financial advisor with Primerica Advisors in Vienna, VA, holding Series 63 and Series 65 credentials and with 10 years of industry experience. He has been with Primerica Advisors since 2015 and Primerica Financial Services since 2014. He serves as Vice President of the Hunt County BNI Chapter, a networking organization, committing time outside of securities trading hours. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation while maintaining a tiered wrap-fee structure and oversight of its investment models.

Susheel Vishwa is a financial advisor at Primerica Advisors with two years of industry experience. He holds the Series 65 and Series 63 designations. His prior work includes positions at PFS Investments Inc. and Primerica Financial Services, and he has been involved with Hertek Business Solutions LLC since 2021. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, along with corporate and charitable clients. The firm operates on a large scale with thousands of advisors and offices, utilizing model-based investment strategies supported by third-party asset managers and custodians.

Matthew Peterson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2009. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. 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 curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Dante Williams is a financial advisor at Primerica Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2005. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee structure.