Primerica Brokerage Services, Inc.
Firm details
- Headquarters
- Duluth, Georgia
- CRD number
- 322250
- Registered since
- April 4, 2023
Firm profile
FINTRXOverview
Primerica Brokerage Services, Inc. is organized as a corporation and shows SEC registration in 2023. Owner type is recorded as both a domestic entity and an individual. The firm is classified in the source data as "unclassified" and is not identified as a capital allocator, pension consultant, related adviser, or a multi-state adviser. It also does not self-identify as an active ESG investor. The dataset does not supply detail on client segments, fee schedules, advisory services, or specific business lines. Given the limited public information provided here, there is no disclosure of proprietary investment strategies or manager selection activity.
Assets & Accounts
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
Owners & executives
2 of 2
Dominique Cornette
Project CoordinatorCRD 7353755

Daniel Woodring
EVP & Chief Compliance OfficerCRD 4028705
Contacts
3 of 61
Javier Bustamante
Regional Vice PresidentCRD 5963178
David Wright
Vice PresidentCRD 4431697

Brandon Williams
Insurance AgentCRD 7376407
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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