Advisor at Primerica Advisors
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Firm
Primerica Advisors
Location
Sanford, NC 27330
Credentials
ChFC®, Series 63, Series 65
Industry experience
25 years
Thomas Rosser Jr. is a financial advisor with Primerica Advisors based in Sanford, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company since 2000. Outside of his advisory work, he serves on the finance committee of Broadway Baptist Church. Primerica Advisors operates as part of Park Avenue Securities LLC, which serves a diverse retail client base through both brokerage and advisory services. The firm employs a range of proprietary and third-party investment strategies and supports various account-level features, managing approximately $15 billion in regulatory assets under management.
Based on Primerica Advisors
Based on Primerica Advisors
Flat fees generally $500 to $25,000 per agreement for planning, consulting, business exit consulting
$0 - $499,999.99: Up to 2.05% (Park Avenue Portfolio Select Program) $500,000 - $999,999.99: Up to 2.00% (Park Avenue Portfolio Select Program) $1,000,000 - $1,999,999.99: Up to 1.95% (Park Avenue Portfolio Select Program) $2,000,000+: Up to 1.90% (Park Avenue Portfolio Select Program) $0 - >$0: Up to 0.45% annually (VestWise Program)
Brokerage commissions and ticket charges applicable for transaction-based accounts
Hourly financial planning/consulting fees generally $100-$500 per hour
Subscription-based financial planning fees paid annually, monthly or quarterly; maximum annual fee generally up to $25,000
Account minimum: $5,000 Minimum fee: Annual Platform Fee minimum of $90 per household Fee-only: Financial planning and consulting fees negotiable; hourly fees generally $100-$500/hour; flat fees $500-$25,000; subscription financial planning up to $25,000 annually; business consulting up to $30,000
503 Carthage Street, Suite 205
Sanford, NC 27330
Florida · Michigan · North Carolina · Ohio · Texas · Virginia
Park Avenue Securities
2000 - Present (26 years)
Guardian Life Ins Company
2000 - Present (26 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.
ChFC®, Series 66
Sanford, NC
Canopy Financial Solutions
CFP®
Sanford, NC
West Financial Strategies, Inc.
PFS™
Sanford, NC
West Financial Strategies, Inc.
Series 63, Series 65
Sanford, NC
Rareview Capital LLC
Series 65
Cameron, NC
Fiduciary Financial Advisors
Series 65
Sanford, NC
Beacon Pointe Advisors, LLC
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