Advisor at Primerica Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Oxford, MS 38655
Credentials
ChFC®, Series 63, Series 66
Industry experience
31 years
John Henson Jr. is a financial advisor with Primerica Advisors based in Oxford, MS, holding the ChFC® designation and Series 63 and 66 licenses. He has 31 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, IFG Advisory, LPL Financial, and Northwestern Mutual. Outside of his advisory work, he is involved in insurance brokerage through his ownership of Fred Salvo Associates. His firm, Park Avenue Securities LLC, serves a diverse retail client base with brokerage, advisory, financial planning, and consulting services. The firm offers a range of investment programs and solutions, including proprietary model portfolios and third-party management, catering to individual investors, charitable organizations, and corporate clients.
Based on Primerica Advisors
Flat fees generally range from $500 to $25,000 per agreement for financial planning, consulting, and business exit consulting.
$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select SM Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select SM Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select SM Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select SM Program maximum client fee)
Brokerage commission fees apply in transaction-based accounts; ticket charges $10 per transaction in Portfolio Select SM program; commissions on securities transactions; fees vary widely depending on products.
Hourly financial planning or consulting fees generally range from $100 to $500 per hour.
Subscription-Based Financial Planning up to $25,000 per year; Subscription-Based Business Financial Consulting up to $30,000 annually; fees paid monthly or quarterly.
Account minimum: $5,000 for VestWise digital advisory program; generally $10,000 minimum initial investment for most other Proprietary Programs, with some individual Strategist or Investment Manager minimums higher or variable (e.g., Portfolio Select SM and Signature Portfolio SM require $10,000; UMA Select SM requires $10,000 but can be higher). Minimum fee: Annual platform fee minimum of $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Financial planning or consulting fees are negotiable; hourly fees typically $100-$500 per hour; flat fees generally $500 to $25,000; subscription-based financial planning up to $25,000 annually; business consulting up to $30,000 per engagement or annually.
1106 N. Lamar Ave, 100
Oxford, MS 38655
Alabama · Arizona · Arkansas · California · Colorado · Florida · Georgia · Louisiana · Mississippi · Texas
Park Avenue securities
2022 - Present (4 years)
Guardian Life Insurance
2022 - Present (4 years)
Park Avenue securities
2020 - 2022 (2 years)
Guardian life Insurance Company
2020 - 2022 (2 years)
IFG Advisory, LLC
2016 - 2020 (4 years)
LPL Financial, llc
2016 - 2020 (4 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 65
Oxford, MS
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
Don Fruge is a financial advisor with Fruge' Capital Advisors, LLC, holding a Series 65 designation and 18 years of industry experience. He has worked with Oxford Investment Advisors since 2009 and also serves as a partner at Fruge' Law Firm, PLLC, where he provides legal services unrelated to investment advisory. Fruge' Capital Advisors serves individuals and families, including high-net-worth clients, as well as nonprofits, trusts, estates, and retirement plans. The firm offers fee-only investment management and financial planning, using globally diversified, multi-asset class portfolios that combine passive index ETFs with tactical overlays and selected active managers. Its affiliation with a law practice allows coordination on tax, estate, and charitable planning when clients engage those services.
Series 65
Oxford, MS
Fruge' Capital Advisors, LLC (formerly Oxford Investment Adv)
Don Fruge is a financial advisor at Fruge' Capital Advisors, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Oxford Investment Advisors, PLLC since 2009. In addition to his advisory role, Fruge is a partner at Fruge' Law Firm, PLLC, where he provides legal services. He has also been affiliated with the University of Mississippi since 1971. Fruge' Capital Advisors serves individuals and families, including high-net-worth clients, as well as nonprofits, trusts, estates, and retirement plans. The firm offers fee-only investment management and financial planning, utilizing globally diversified, multi-asset class portfolios with a strategic core based on modern portfolio theory and passive index ETFs, complemented by tactical overlays and selected active managers.
Series 63, Series 65
Oxford, MS
Hardy Reed, LLC
John Hardy is a financial advisor at Hardy Reed, LLC in Oxford, MS, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hardy Reed since 2011. Hardy Reed provides financial planning, wealth management, and investment management services to individuals, trusts, estates, and institutional clients. The firm employs a customized financial planning process with a focus on fundamental analysis and long-term strategies, offering both discretionary portfolio management and nondiscretionary advice.
CFA®, Series 63, Series 65
Oxford, MS
Hardy Reed, LLC
Gary Wilson is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Hardy Reed, LLC. His prior experience includes roles at ALPS Distributors, Inc and Vulcan Value Partners, as well as a long tenure at Southeastern Asset Management. Outside of his advisory work, he is involved with Magnolia By the Sea, LLC, managing a vacation rental property. Hardy Reed provides financial planning, wealth management, and investment management services to individuals, trusts, estates, and institutional clients. The firm employs a fundamental, long-term investment approach and offers fiduciary and pension consulting services, managing approximately $2.36 billion in discretionary assets.
Series 63, Series 65
Oxford, MS
Hardy Reed, LLC
Kenneth Parkinson is a financial advisor at Hardy Reed, LLC in Oxford, MS, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hardy Reed since 2011. Hardy Reed provides financial planning, wealth management, and investment services to individuals, trusts, estates, and institutional clients, including pension and profit-sharing plans. The firm uses a customized financial planning process and primarily employs fundamental analysis with long-term investment strategies, offering both discretionary portfolio management and nondiscretionary advice.
CFP®, Series 66
Oxford, MS
Barnes Pettey Financial Advisors, LLC
Andrew Yee is a CFP® professional with 18 years of industry experience. He is affiliated with Barnes Pettey Financial Advisors, LLC and previously worked at Raymond James Financial Services. Yee holds a Series 66 license and is also a licensed independent life insurance agent. Barnes Pettey Financial Advisors, LLC serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans with discretionary and non-discretionary investment management and financial planning. The firm manages approximately $1.1 billion in client assets through a team of eight advisors, offering tailored portfolios that incorporate a range of investment vehicles and ongoing comprehensive financial planning.
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