Ridgeland, MS Sunnybrook Road Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

3

Of 1,910 advisors across 510 offices

Location

661 Sunnybrook Road, Suite 120

Ridgeland MS 39157

Advisors at this office

3

Advisors at this office

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David A

ChFC®, Series 63

Ridgeland, MS

Guardian Life

David Allen is a ChFC® credentialed financial advisor with 52 years of industry experience, currently affiliated with Primerica Advisors in Ridgeland, MS. He has worked with Guardian Life Insurance Co. since 1978 and has been with Primerica Advisors since 1999. Outside of his advisory role, Allen serves as treasurer and board member of the Lake Traderhorn Association and provides continuing education seminars. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual, high-net-worth, charitable, and corporate clients. The firm offers a range of brokerage and advisory services with multiple proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Camille A

Series 63, Series 65

Ridgeland, MS

Guardian Life

Camille Allen Snyder is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked extensively with Guardian Life Insurance Company and Park Avenue Securities throughout her career. Snyder serves on the Insurance Committee for the Junior League of Jackson and acts as an executor for a family trust. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Derrick F

Series 63, Series 66

Ridgeland, MS

Guardian Life

Derrick Freeman is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2010. In addition to his advisory role, he serves as a co-trustee for a family member’s Solo 401(k) plan and operates Freeman Consulting Services, LLC, established for tax purposes. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs, combining discretionary and non-discretionary management approaches.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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