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Erika Doyle

Advisor at Primerica Advisors

Updated today

Location

Henniker, NH 03242

Credentials

Series 63, Series 65

Industry experience

12 years

About

Erika Doyle is a financial advisor with Primerica Advisors in Henniker, NH, holding Series 63 and Series 65 credentials and having 12 years of industry experience. She has worked with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2012. Outside of advisory services, she 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, which offers model-delivery strategies and limited separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and implements models with oversight from BNY Mellon Advisors.

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

41 Liberty Hill Rd, Bldg 2 Unit 201

Henniker, NH 03242

Most active in

New Hampshire · Texas

Work history

PFS Investments inc

2013 - Present (13 years)

Primerica Financial services

2012 - Present (14 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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