Watkinsville, GA Champions Way Office

Samuel Templeton is a financial advisor with Primerica Advisors in Cumming, GA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been associated with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, 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-based strategies and a limited number of separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with a focus on percentage-based tiered fees and ongoing oversight of manager selection.

Scott Godfrey is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with PFS Investments Inc. since 2006 and Primerica Financial Services since 2002. Outside of advising, he is owner of Persistence, LLC, an entity formed for Primerica business purposes, and is involved in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors is a large firm serving individual investors, corporate, and charitable clients through a wrap-fee asset management program that relies primarily on model-driven investment strategies managed by third parties. The firm operates with approximately 3,700 advisors and $15.5 billion in assets under management.

Tyler Smith is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Fisher Investments, Charles Schwab & Co., and Franklin Square Holdings. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, delivering advisory services through a large network of advisors and utilizing model-driven investment strategies managed by third-party asset managers.

Ralph Lenzi IV is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services, as well as involvement with Club Champion Golf. Primerica Advisors is a large institutional firm serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-driven investment strategies managed by third-party asset managers.

Robert Buery is a financial advisor with Primerica Advisors in Watkinsville, GA, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica for nine years and previously operated Rob Buery Inc. from 2006 to 2021. In addition to advising, he engages in sales of loan products and home security and automation referrals through affiliated companies. 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 relies on model-delivery strategies managed by third-party asset managers and supports its services with custodial and trade execution partners.

Daniel Oved is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials. He has been with Primerica since 2025 and has no prior industry experience. Outside of his advisory role, he has worked in education at the University of Georgia, Columbus State University, and Harris County schools. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, providing model-based investment recommendations managed by unaffiliated asset managers.