Watsonville, CA Hangar Way Office

Team
Updated today
Primerica Advisors logo

Primerica Advisors

Institution

Firm-wide stats for Primerica Advisors

Total advisors

4,018

Across 1,249 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

3 Hangar Way, Suite B

Watsonville CA 95076

Advisors at this office

5

Advisors at this office

user avatar

Nicholas M

Series 63, Series 65

Watsonville, CA

Primerica Advisors

Nicholas Maes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at PFS Investments Inc. since 2023 and has a history of positions in both financial services and education. His activities include the sale of investment-related products and non-investment products such as 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 operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services primarily through model-driven strategies and discretionary separately managed accounts.

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

Felicia G

Series 63, Series 65

Watsonville, CA

Primerica Advisors

Felicia George is a financial advisor with Primerica Advisors in Watsonville, CA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Her work history includes roles with PFS Investments Inc. and Primerica Financial Services, among others. She is also involved with Corralitos Community Church. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third parties and supporting accounts with custodial services from Pershing.

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

Justin H

Series 63, Series 65

Watsonville, CA

Primerica Advisors

Justin Hannah is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Primerica Financial Services since 2006. Outside of his advisory role, he is self-employed as a handyman. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm utilizes model-delivery investment strategies managed by unaffiliated asset managers and offers portfolio services supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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

Agustin R

Series 63, Series 65

Watsonville, CA

Primerica Advisors

Agustin Ramirez is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked with San Andreas Regional Center, PFS Investments Inc., and Primerica Financial Services. Outside of advisory work, he is involved in the sale 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 separately managed accounts primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and a tiered wrap-fee structure for its services.

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

Christopher G

Series 63, Series 65

Watsonville, CA

Primerica Advisors

Christopher George is a financial advisor with Primerica Advisors in Watsonville, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Primerica Advisors since 2000 and Primerica Financial Services since 1999. Outside of his advisory role, George serves on the leadership team providing pastoral support at Corralito's Community Church in Watsonville. 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 curates third-party asset managers and uses a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
View complete list of advisors at this office
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