PRIMERICA ADVISORS
Firm details
- Headquarters
- DULUTH, Georgia
- CRD number
- 10111
- Registered since
- May 6, 2011
- Website
- www.primerica.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals78.62%
- HNWI20.62%
- Corporations / Businesses0.58%
- Charitable Organizations0.18%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Primerica Advisors operates as a corporate broker-dealer that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves both individual & family and institutional clients. Its regulatory snapshot identifies it as an active ESG investor and lists broker-dealer and insurance industry affiliations. While it functions as a broker-dealer with advisory capabilities, the firm is not classified as a multi-state adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
3 of 34NORMAN MULDER
Founder & CEOCRD 819809
VIVIAN HARRISON
Independent ContractorCRD 2309080
KENNETH HANDWERKER
Financial Independent ContractorCRD 2338608
Contacts
3 of 19089BIFF BIRKENMAYER
SalesCRD 21897
ROBERT BUISSON
Senior National Sales DirectorCRD 34898
RALPH CROSSLAND
SalesCRD 57724
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 154Active vs passive
$4.4B in ETFs
90%
$3.9B
10%
$462M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MBS ETF (MBB) | BlackRock | Passive | Intermediate Government | $187M | 2,010,319 | 4.26% |
Location
DULUTH, GA
GWINNETT
Location
DULUTH, GA
Headquartered in DULUTH, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- GWINNETT
- Address
- 1 Primerica Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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