Scott Draper
Advisor at Primerica Advisors
Updated today
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.
Firm
Primerica Advisors
Location
Kamuela, HI 96743
Credentials
Series 63, Series 65
Industry experience
1 year
About
Scott Draper is a financial advisor with Primerica Advisors in Layton, Utah. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to rejoining Primerica Advisors in 2024, he was retired from 2011 to 2023 and has been associated with Primerica Life Insurance since 2023. Outside of advisory work, he is involved in the sale of home security and automation products, as well as loan products, through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and limited separately managed account options under a wrap-fee structure.
Expertise
Based on Primerica Advisors
ESG / Sustainable investing
Tax-loss harvesting
Income planning
Fee options
$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
Location
65 1204 Lindsey Rd, Ste 2 B
Kamuela, HI 96743
Most active in
Scott D has reported serving >5 clients in these states in the last 12 months.
Hawaii
Work history
Primerica Advisors
2024 - Present (2 years)
Primerica Life Insurance
2023 - Present (3 years)
Retired
2011 - 2023 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Michael F
Series 63, Series 65
Kamuela, HI
Raymond James & Associates
Andrew S
Series 63
Kamuela, HI
Ameriprise
Jeff H
Series 63, Series 65
Kamuela, HI
Primerica Advisors
Rosalind W
Series 63, Series 65
Kamuela, HI
Cetera
Richard J
CFP®, Series 63, Series 65
Kamuela, HI
Cetera
Robert K
Series 63, Series 66
Kamuela, HI
Edward Jones
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