A complete list of active advisors currently associated with Primerica Advisors

Warmer can help you find a great advisor at Primerica Advisors or one who fits your needs even better.

Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations and corporate/business clients through both brokerage and SEC‑registered investment advisory relationships. The firm offers a wide range of services commonly found at large enterprise advisers, including financial planning, portfolio management, sponsor‑level retirement plan consulting, and access to proprietary and third‑party wrap and advisory programs. Advisers select among Park Avenue Proprietary Programs and Third‑Party Investment Adviser programs and may manage accounts on a discretionary or non‑discretionary basis, using model portfolios, separately managed accounts, UMA solutions and a digital advisory solution (VestWise). The firm relies on outside platform and overlay providers (notably Envestnet for model administration and Pershing as custodian/clearing firm), and supplements investment advice with ancillary offerings such as lending solutions (non‑purpose loans, securities‑backed lines of credit), donor‑advised fund options and alternative‑investment access via iCapital. What is distinctive in the brochure is Park Avenue’s mix of adviser‑facing tools and ownership links: the firm describes subscription‑based financial and business consulting that can utilize Fiscalyze, a third‑party vendor owned by certain Park Avenue financial professionals and tied to Pacific Advisors, with related override compensation to those owners. The parent‑company relationships and product access are also notable — Guardian Life’s relationship with Hamilton Lane (including warrants held by Guardian and Hamilton Lane managing a portion of Guardian’s general account) and the firm’s default FDIC‑insured multi‑bank sweep (DIDV) with overflow to a Dreyfus government money fund are operational details and revenue arrangements that distinguish Park Avenue from many peers.

To learn more about the advisors currently working at Primerica Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.