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Hsuan Hsu

Advisor at Primerica Advisors

Updated today
Primerica Advisors logo

Firm

Primerica Advisors

Location

Pooler, GA

Credentials

Series 66

Industry experience

24 years

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Fee options

Commissions

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.

Subscriptions

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.

Other

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.

Work history

Park Avenue Securities

2024 - Present (2 years)

Guardian Life Insurance Company

2024 - Present (2 years)

Park Avenue Securities

2019 - Present (7 years)

Guardian Life Insurance Company

2019 - Present (7 years)

Park Avenue Securities

2002 - 2019 (17 years)

Guardian Life Insurance Co.

2001 - 2019 (18 years)

Solutions Consulting

1998 - Present (28 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kevin B

Series 63, Series 65

Savannah, GA

Merrill

Kevin Beckwith is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been with Merrill since 1983, bringing extensive experience in risk management and market navigation to his advisory practice. Kevin focuses on connecting all aspects of a client’s financial life to help prioritize and pursue their most important goals. His areas of expertise include college education planning, personal retirement planning, portfolio management services, small business strategies, women and wealth, tax minimization, and retirement income. Kevin holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Stetson University. He is active in his church, Wesley Monumental United Methodist Church, and is involved in his family and community. Outside of work, his personal interests include adventure sports, music, running, philanthropy, travel, classic cars, and sports.

College savings (529s, UTMA, etc.) General retirement planning Retirement income strategy Wealth management Charitable giving & philanthropy Women Professionals

Robert H

Series 63, Series 66

Hardeeville, SC

Fidelity

Robert Haug serves as a Branch Leader at Fidelity, a position he has held since 2025. Prior to this role, he gained experience as a Team Leader for Investment Solutions at Fidelity from 2021 to 2025 and briefly served as an Interim FC Leader in 2022. Before joining Fidelity, Robert worked as a Wealth Management Banker at US Bank from 2018 to 2021. His professional focus centers on understanding clients' unique financial needs through active listening and empathy. Robert emphasizes building strong relationships and creating an environment conducive to discussing financial goals. He prioritizes transparency and education to ensure clients are well-informed about their options and views financial planning as an ongoing process that requires regular reviews to adapt to changes. Robert aims to be a reliable partner to his clients, guiding them to pursue their long-term financial goals with confidence.

Wealth management Passive / index investing Active portfolio management

James B

Series 66

Savannah, GA

Merrill

James Buchman is a Financial Advisor with Merrill Lynch Wealth Management and serves as the Team Financial Advisor for the Sipple Buchman Cairns Reeves team. In this role, he focuses on providing goal-based wealth management planning and expanding client care and outreach within the award-winning team. James specializes in offering investment advice and solutions tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. His areas of expertise include family wealth management strategies, retirement income planning, philanthropic planning, liquidity management, tax minimization, and portfolio management services. He also provides services for endowments, foundations, non-profits, and small business strategies. He holds a Bachelor's Degree from Clemson University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). James is involved with professional and community organizations such as Park Place Outreach, Inc. and United Cerebral Palsy of South Carolina. Outside of work, he enjoys camping, gardening, playing soccer, and spending time with his family.

Wealth management Retirement income strategy General retirement planning Tax strategies for small businesses

Robert H

Series 63, Series 65

Savannah, GA

Merrill

Robert Howard is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on family wealth management strategies, legacy planning, and personal retirement planning. He assists clients with asset management and planning needs, and offers access to lending solutions from Bank of America. Robert holds a Bachelor's Degree from the University of Georgia and completed his high school education at Waycross High School. He has earned multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). He is actively involved in various professional organizations and community activities. Robert has served on the Board of Trustees for Hancock Day School and the St. Joseph's/Candler Foundation. He is a graduate of Leadership Georgia and Leadership Savannah, and has held leadership roles such as past president of the Savannah Estate Planning Council and the Men's Club of St. John's Church. Additionally, he serves on the Troop 57 Committee for the Boy Scouts of America.

Wealth management General retirement planning General estate planning guidance Multi-generational wealth transfer

Cytra K

Series 66

Savannah, GA

Merrill

Cytra Kinte Parker is a Financial Solutions Advisor at Merrill Lynch Wealth Management. In her role, she focuses on understanding clients' priorities to help develop strategies for pursuing their short-, mid-, and long-term financial goals. She provides support across a range of areas including general investing, retirement planning, and saving for unexpected events, and offers access to Bank of America specialists for banking, credit, home financing, and small business solutions. Cytra holds a Bachelor's Degree from Clayton State University and has completed an Accredited Certificate Program at Valdosta State University. She also carries the Personal Investment Advisor (PIA) designation. Bilingual in English and Spanish, she is a member of professional organizations such as the Savannah Chamber of Commerce - RCT and The Junior League of Savannah. Her community involvement includes work with America's Second Harvest of Coastal Georgia, the Frank Callen Boys & Girls Club, Savannah Tree Foundation, and several other local organizations.

General retirement planning Income planning Wealth management

Jason H

Series 66

Richmond Hill, GA

Edward Jones

College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy General retirement planning Wealth management Religious/faith focused Values-based investing
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