Advisor at Primerica Advisors
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Firm
Primerica Advisors
Location
Reidsville, GA 30453
Credentials
Series 66
Industry experience
3 years
Nathan Daniel is a Series 66 licensed advisor with Primerica Advisors, based in Reidsville, GA, and has three years of industry experience. His prior roles include positions at Thrivent Financial and Senior Life Insurance Company. Outside of his advisory work, he serves as Treasurer on the board of the Dublin Youth Vocal and Orchestra nonprofit. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors for implementation.
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
445 W Brazell St
Reidsville, GA 30453
Georgia
Primerica Advisors
2023 - Present (3 years)
Thrivent Financial
2022 - 2023 (1 year)
Thrivent Financial
2022 - 2022 (1 year)
Thrivent Investment Management
2022 - 2023 (1 year)
Primerica Financial Services
2020 - Present (6 years)
Senior Life Insurance Company
2020 - 2020 (1 year)
Senior Life Insurance Company of Texas
2020 - 2020 (1 year)
Senior Life Insurance Company
2020 - 2020 (1 year)
Senior Life Insurance Company
2020 - 2020 (1 year)
Sparks Global
2019 - 2019 (1 year)
American Income Life
2019 - 2019 (1 year)
D&D Media Group
2019 - 2019 (1 year)
Melting Clock Games
2016 - 2018 (2 years)
Daniel Media LLC
2016 - 2022 (6 years)
Primerica
2010 - 2021 (11 years)
Self-Employed
2005 - 2022 (17 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
Vidalia, GA
Independent Financial Group, LLC
ChFC®, Series 63, Series 65
Vidalia, GA
Primerica Advisors
Series 66
Claxton, GA
Eagle Strategies (NY Life)
Series 63, Series 65
Reidsville, GA
Primerica Advisors
Series 66
Vidalia, GA
Edward Jones
Series 66
Claxton, GA
Eagle Strategies (NY Life)
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