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 a corporate broker-dealer that appears in FINTRX as an SEC-registered entity (registration year listed as 2023). The firm is owned by a domestic entity and/or individual and is classified in the dataset as unclassified. The record indicates it is not a capital allocator and does not identify the firm as an active ESG investor. Other operational flags show it is not designated as a multi-state adviser, a pension consultant, or a related adviser; the profile does not include details on fee schedules, specific business lines, advisory activities, or a client segmentation.
Assets & Accounts
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 2DOMINIQUE CORNETTE
Project CoordinatorCRD 7353755
DANIEL WOODRING
EVP & Chief Compliance OfficerCRD 4028705
Contacts
3 of 55DAVID WRIGHT
Vice PresidentCRD 4431697
Brandon Williams
Insurance AgentCRD 7376407
CHRISTA PALIT
Financial AnalystCRD 7094495
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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