Primerica Brokerage Services, Inc.

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
62
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 listed as a corporate entity that registered with the SEC in 2023. Public disclosure provided through FINTRX is limited: the firm is classified as "unclassified" and identified as a domestic entity/individual owner type. It is not recorded as a capital allocator, is not marked as an active ESG investor, and is not flagged as a multi-state adviser or pension consultant. FINTRX does not supply detail on the firm's advisory activities, fee structure, or the specific business lines it operates, so its client-facing model and investment approach are not documented in the available record.

Assets & Accounts

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 60
  • Javier Bustamante

    Javier Bustamante

    Regional Vice PresidentCRD 5963178

  • David Wright

    Vice PresidentCRD 4431697

  • Brandon Williams

    Brandon Williams

    Insurance AgentCRD 7376407

Unlock 57 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

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