Waite Park, MN Office
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PRIMERICA Advisors
Institution
Firm-wide stats for PRIMERICA Advisors
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
Based on PRIMERICA Advisors
Location
411 28th Ave S
Waite Park MN 56387
Advisors at this office
3
Advisors at this office
Janice A
Series 63, Series 65
Waite Park, MN
Primerica Advisors
Janice Achmann is a financial advisor with Primerica Advisors in Avon, MN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of her advisory role, she is involved in sales of home security and automation products 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 accounts primarily to individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.
Doreen D
Series 65, Series 63
Waite Park, MN
Primerica Advisors
Doreen Douvier is a financial advisor with Primerica Advisors in Waite Park, MN, holding Series 65 and Series 63 licenses and possessing 24 years of industry experience. Her prior work includes roles at Medtronic, Real Staffing, and Reprise Biomedical. In addition to her advisory work, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.
Joshua H
Series 63, Series 65
Waite Park, MN
Primerica Advisors
Joshua Hall is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has served in the Navy since 2010 and has been with Primerica Advisors and Primerica Financial Services since 2021. Outside of advisory roles, Hall is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.
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