Warr Acres, OK 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
3826 N Macarthur Blvd
Warr Acres OK 73122
Advisors at this office
3
Advisors at this office
Brock H
Series 65, Series 63
Warr Acres, OK
Primerica Advisors
Brock Hunter is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at PFS Investments Inc., Progrexion, and Primerica Financial Services, where he has worked since 2004. Outside of finance, he serves as a care partner for SendaRide, a non-emergency medical transportation service in Oklahoma City. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodial services, managing approximately $15.5 billion in assets through a network of nearly 3,700 advisors.
Micah T
Series 63, Series 65
Warr Acres, OK
Primerica Advisors
Micah Thomason is a financial advisor with Primerica Advisors in Warr Acres, OK, holding Series 63 and Series 65 licenses and having three years of industry experience. His work history includes roles at Primerica Financial Services since 2004 and other positions in retail and wholesale sectors. He is involved in sales of investment-related products and also receives compensation for referrals related to home security and automation services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure.
Brandon F
Series 63, Series 65
Warr Acres, OK
Primerica Advisors
Brandon Fuller is a financial advisor with Primerica Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Primerica Advisors since 2000 and with Primerica Financial Services since 1996. Outside of his advisory role, he is involved in selling home security and automation products through an affiliate of PFS Investments and receives compensation for loan product sales and client service referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, using model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, managing portfolio implementation through BNY Mellon Advisors.
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