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.
Firm
Primerica Advisors
Location
Hammond, LA 70403
Credentials
Series 63, Series 65
Industry experience
7 years
Transaction-based brokerage accounts with commissions and other charges such as sales loads on mutual funds and other securities at the time of each transaction.
Subscription-Based Financial Planning and Subscription-Based Business Financial Consulting programs charged on an annual basis, payable monthly or quarterly; specific amounts not explicitly stated.
Minimum fee: Financial Consulting fees range generally between $250 to $25,000; Subscription-Based Financial Planning fees are annual and paid monthly or quarterly with amounts not specifically stated. Fee-only: Subscription-Based Financial Planning and Subscription-Based Business Financial Consulting programs with recurring annual fees paid monthly or quarterly; financial planning and consulting fees negotiated individually based on complexity and scope.
Park Avenue Securities
2023 - Present (3 years)
Guardian Life Insurance Company
2023 - Present (3 years)
Guardian Life Insurance Company
2023 - 2023 (1 year)
Park Avenue Securities
2023 - 2023 (1 year)
Guardian Life Insurance Company
2020 - 2023 (3 years)
Park Avenue Securities
2020 - 2023 (3 years)
Guardian Life Insurance Company
2018 - 2020 (2 years)
Park Avenue Securities
2018 - 2020 (2 years)
PPG Industries
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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