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
Estes Park, CO
Credentials
Series 63, Series 65
Industry experience
19 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
Pfs Investments Inc.
2006 - Present (20 years)
Primerica Financial Services
2005 - Present (21 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.
CFP®, EA
Estes Park, CO
DCG Wealth Management
DeeDee Baze, CFP®, EA Managing Parter, Lead Planner, Enrolled Agent. DeeDee taught middle school math in the public schools for fifteen years before entering the financial services industry in 2007. Her family is her number one focus in life, closely followed by her love of numbers and people. She opened her own firm in 2020 so she could focus on helping others transition into retirement. She experienced all the emotions of retirement when her husband retired in 2015 from a 30-year career. It was intense. But her experience allowed her to truly understand the fears pre-retirees have. In 2025 she merged with a larger consulting company and is the managing partner of the wealth management department. In addition to spending time with her family, she loves the outdoors, her dog, as well as a good romance novel once in a while.
Series 63
Estes Park, CO
Edward Jones
Series 66
Estes Park, CO
Edward Jones
Series 65
Helena, MT
Sankala Group LLC
Series 65
Lyons, CO
Sankala Group LLC
Series 66
Lyons, CO
Sankala Group LLC
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