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
Wellsville, KS
Credentials
Series 63, Series 65
Industry experience
33 years
$0 - $250,000: 2.24% annual wrap fee (total); 1.25% advisory fee; 0.49% program fee $250,000.01 - $500,000: 2.21% annual wrap fee (total); 1.25% advisory fee; 0.46% program fee $500,000.01 - $1,000,000: 2.02% annual wrap fee (total); 1.10% advisory fee; 0.42% program fee $1,000,000.01 - $3,000,000: 1.88% annual wrap fee (total); 1.00% advisory fee; 0.38% program fee $3,000,000.01 - $5,000,000: 1.70% annual wrap fee (total); 0.85% advisory fee; 0.35% program fee $5,000,000.01 - $10,000,000: 1.55% annual wrap fee (total); 0.80% advisory fee; 0.25% program fee $10,000,000.01 - $15,000,000: 1.45% annual wrap fee (total); 0.75% advisory fee; 0.20% program fee $15,000,000.01 - $25,000,000: 1.20% annual wrap fee (total); 0.55% advisory fee; 0.15% program fee $25,000,000.01+: 1.10% annual wrap fee (total); 0.50% advisory fee; 0.10% program fee
Midtown Equity Mortgage
2018 - 2021 (3 years)
Catalent Pharma Solutions
2016 - Present (10 years)
Unemployed
2016 - 2016 (1 year)
Primerica Advisors
1992 - Present (34 years)
Primerica Financial services
1991 - Present (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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