Primerica Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
63
Avg account
$0

Firm details

Headquarters
Duluth, Georgia
CRD number
322250
Registered since
April 4, 2023

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Dominique Cornette

    Dominique Cornette

    Project CoordinatorCRD 7353755

  • Daniel Woodring

    Daniel Woodring

    EVP & Chief Compliance OfficerCRD 4028705

Contacts

3 of 61
  • Javier Bustamante

    Javier Bustamante

    Regional Vice PresidentCRD 5963178

  • David Wright

    Vice PresidentCRD 4431697

  • Brandon Williams

    Brandon Williams

    Insurance AgentCRD 7376407

Unlock 58 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth