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PRIMERICA ADVISORS
DULUTH, GA
833-786-0550
SEC #801-72263Total AUM
$15.5B
Employees
3,992Clients
67,816Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1 PRIMERICA PARKWAY
DULUTH
GA 30099-0001
United States
DULUTH
GA 30099-0001
United States
Operating Hours
08:30-17:30
Monday - Friday
Monday - Friday
Phone
833-786-0550
Other Offices
1828
Financials
Total AUM
$15.5B
Accounts
89,813Discretionary
$15.5B
Accounts
89,813Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
65,489AUM
$12.2B
HNW Individual Clients
2,097AUM
$3.2B
Charitable Organization Clients
64AUM
$28M
Corporation or Business Clients
166AUM
$90.6M
Services
Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
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Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.