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Christopher Mccrory

Advisor at Primerica Advisors

Updated today

Location

Pontotoc, MS 38863

Credentials

Series 63, Series 65

Industry experience

6 years

About

Christopher Mccrory is a financial advisor with Primerica Advisors in Pontotoc, MS, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors since 2020 and has also worked in educational roles at several high schools since 2014. In addition to his advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selected separately managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, using BNY Mellon Advisors for model implementation and Pershing and Primerica Brokerage Services for custody and trade execution.

Client services

Based on Primerica Advisors

Portfolio management

Expertise

Based on Primerica Advisors

ESG / Sustainable investing Tax-loss harvesting Income planning

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Fee options

Percentage

$0 - $250,000: 1.74% (1.25% Advisory Fee + 0.49% Program Fee) $250,000.01 - $500,000: 1.71% (1.25% Advisory Fee + 0.46% Program Fee) $500,000.01 - $1,000,000: 1.52% (1.10% Advisory Fee + 0.42% Program Fee) $1,000,000.01 - $3,000,000: 1.38% (1.00% Advisory Fee + 0.38% Program Fee) $3,000,000.01 - $5,000,000: 1.15% (0.85% Advisory Fee + 0.30% Program Fee) $5,000,000.01 - $10,000,000: 1.00% (0.80% Advisory Fee + 0.20% Program Fee) $10,000,000.01+: 0.85% (0.75% Advisory Fee + 0.10% Program Fee)

Other

Account minimum: $25,000

Location

17 W Reynolds St, Ste B

Pontotoc, MS 38863

Most active in

Mississippi

Work history

Primerica Advisors

2020 - Present (6 years)

Tupelo High School

2019 - Present (7 years)

Primerica Financial services

2018 - Present (8 years)

Amory High School

2018 - 2019 (1 year)

Saltillo High School

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John L

Series 63, Series 66

Pontotoc, MS

First Heartland Consultants, Inc.

John Ligon is a financial advisor with First Heartland Consultants, Inc. in Pontotoc, MS, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He previously worked at Woodmen Financial Services, Inc. and Woodmen Of The World Life Insurance Society. He is also an owner of Covenant Financial Group, which markets insurance and financial products. First Heartland Consultants serves a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm provides financial planning, model-based management for self-directed 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Annuities Income planning Cash flow / budgeting
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Robert P

Series 66

Tupelo, MS

Primerica Advisors

Robert Pillow is a financial advisor with Primerica Advisors based in Brentwood, TN. He holds a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and work in both legal and academic settings. Pillow also engages in insurance activities outside of Guardian Life. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a combination of proprietary and third-party investment strategies and supports various account-level features such as lending and donor-advised funds.

Business exit / sale strategy Tax-loss harvesting Self-Employed Founder/Business Owner

Stacey M

Series 66

Tupelo, MS

Edward Jones

Stacey Myrick is a Series 66 licensed financial advisor with Edward Jones in Tupelo, Mississippi, where she has worked since 2012. She has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and provides fiduciary advisory services supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Raymond H

Series 63, Series 65

Pontotoc, MS

Primerica Advisors

Raymond Hisaw is a financial advisor with Primerica Advisors in Pontotoc, MS, holding Series 63 and Series 65 credentials and 13 years of industry experience. Hisaw has worked at Primerica Advisors since 2021, with prior experience at Gates Rubber Co. and Sonoco Products. Outside of advisory work, he is involved in sales of home security and automation products through affiliated companies of Primerica. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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William E

Series 66

Tupelo, MS

Merrill

William Enis serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With 21 years of investment experience, including 11 years at Merrill and 10 years in trust investments at SunTrust, he provides expertise in family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income planning. William holds a Bachelor's Degree from Mississippi State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes creating personalized financial strategies tailored to clients' long-term goals and works closely with them one-on-one. In addition to his professional responsibilities, William participates in community volunteering and enjoys baseball, basketball, football, golfing, spending time with his family, traveling, and watching movies.

Wealth management Retirement income strategy Tax-loss harvesting Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Neal C

Series 63, Series 66

Tupelo, MS

STIFEL

Neal Clement is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Prior to this, he was affiliated with Stanford Group Company for 20 years. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

General retirement planning Income planning
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