Advisor at Primerica Advisors
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Firm
Primerica Advisors
Location
Poteau, OK
Credentials
Series 63, Series 65
Industry experience
4 years
Clarence Hayes Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked with Primerica Advisors since 2021 and previously served at the Air Force Audit Agency from 2015 to 2021. Hayes is also the elected secretary of the Poteau Oklahoma Masonic Lodge. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.
Based on Primerica Advisors
$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)
Account minimum: $25,000
Poteau, OK
Oklahoma
Primerica Advisors
2021 - Present (5 years)
Air Force Audit Agency
2017 - 2021 (4 years)
Air Force Audit Agency
2015 - 2017 (2 years)
Primerica Financial Services
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Poteau, OK
Verus Capital Partners, LLC
Series 65
Poteau, OK
Verus Capital Partners, LLC
CFP®, PFS™, Series 63
Poteau, OK
Verus Capital Partners, LLC
Series 63, Series 66
Howe, OK
Fidelity
Series 63, Series 65
Poteau, OK
Edward Jones
Series 66
Poteau, OK
Edward Jones
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