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About Primerica Financial Services |
If you?re like many people, you?re in the dark about your finances. You pay your bills each month and do your best to prepare for the future. But the truth is, there?s only so much money to go around and preparing for the future can be overwhelming.
Primerica Can Help
To help families better understand their personal finances, Primerica offers the Financial Needs Analysis (FNA). The FNA gives a detailed overview of your current financial situation and suggests a personalized strategy for your financial security. The FNA is complimentary, confidential and customized for every family that Primerica serves. |
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General Information |
| Years of Experience in Financial Services: |
12
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| Foreign Languages Serviced: |
NA
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| States Licensed in: |
TN,KY,OK
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| Name of Custodial Firm: |
PFS Investments
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| Number of Years with Current Firm: |
12
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| Insurance License#: |
776611
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| Work with the following types of clients: |
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
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| Name of Broker/Dealer: |
PFS Investments
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| States Willing to do Business in: |
TN, KY, OK
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Education |
| Academic Background |
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| Harrison Chilhowee Baptist Academy
Tennessee Institute of Electronics
Liberty University |
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Services |
| Investment Types: |
Mutual Funds, Stocks, Annuities, Insurance
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| Can meet clients in the following ways: |
Your Office, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Financial Analyst (CFA), Personal Financial Specialist (PFS)
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| Securities Licenses: |
Series 6, Series 26, Series 63
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Casualty, Property
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| Financial Organization Memberships: |
Financial Planning Association (FPA)
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| Non-Financial Organization Memberships: |
Gideons International
Two Rivers Baptist Church
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Firm Information |
| Assets Managed by Firm: |
40000000
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| Assets Managed by Advisor: |
2500000
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| Advisor's Number of Clients: |
250+
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| Firm's Number of Clients: |
100000+
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| Advisor's Number of Planning Clients: |
250+
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| Advisor's Number of Managed Clients: |
250+
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| Firm's Number of Planning Clients: |
100000+
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| Firm's Number of Managed Clients: |
100000+
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets
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| Minimum Portfolio Size for New Managed Accounts: |
$1000
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Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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What are your qualifications? What is your education background? |
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Finding the clients needs and goals then show them how to achieve them. |
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How are you compensated? How will I pay for your services? |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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How many clients do you currently manage? |
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I am only paid when I help a client get to a better position. |
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Will you be the only person working with me? |
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Do you offer any guaranteed results? |
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How much risk should I be willing to take? |
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Only what you are comfortable with |
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Have you ever been charged with any breaches? |
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What is your approach to financial planning? |
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What services do you offer? |
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Trust, Intergity, Honesty, Satisfied Clients |
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What carrier(s) do you represent? |
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Are there any pre-existing conditions that you can not cover? |
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How long does it take to complete the application and approval process? |
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Is there a maximum age that you can insure? |
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Why should I choose you as my financial advisor? |
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12 Years experience of helping clients |
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How do you charge for your services? |
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A Free Financial Needs Analysis
Investment planning
Insurance planning
Debt Reduction |
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What services do you provide? What are your specialties? |
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Individual Retirement
Company Retirement Plans
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What is your experience? How many clients do you currently manage? |
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What financial institution(s) do you represent? |
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What are your management fees? |
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Varies, depentends on the product |
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What kind of plans do you specialize in? |
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Group and small companies |
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Do you have a minimum requirement for number of employees or total investment value? |
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Do you offer any additional services? |
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