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FIRM PROFILE
Overview
PRIMERICA BROKERAGE SERVICES, INC. is located at 1 Primerica Parkway, Duluth, GA 30099 and was first established at Atlanta, Georgia in 05/20/2022. After operating for 3 years, PRIMERICA BROKERAGE SERVICES, INC. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of PRIMERICA BROKERAGE SERVICES, INC.’s clients are individuals and 0% of their clients are high net worth individuals. PRIMERICA BROKERAGE SERVICES, INC. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at PRIMERICA BROKERAGE SERVICES, INC. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access PRIMERICA BROKERAGE SERVICES, INC.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at PRIMERICA BROKERAGE SERVICES, INC.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for PRIMERICA BROKERAGE SERVICES, INC. Comes From
Understanding the Statistics for PRIMERICA BROKERAGE SERVICES, INC. and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
1 Primerica Parkway, Duluth, GA 30099
1 Primerica Parkway, Duluth, GA 30099
Small
(770) 381-1000
Georgia since 05/20/2022
Corporation
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| PRIMERICA FINANCE CORPORATION | DIRECT OWNER | ||
| COLEY, DASIA DEBORAH | CHIEF FINANCIAL OFFICER / FINOP | 6760291 | |
| NEMETZ, WILLIAM JAMES | DIRECTOR, EXECUTIVE VICE PRESIDENT & CHIEF OPERATIONS OFFICER | 4589878 | |
| REGARD, PAUL ETIENNE | DIRECTOR, CHIEF EXECUTIVE OFFICER & PRESIDENT | 2448671 | |
| WEIGLE, BRIAN STEVEN | DIRECTOR & EXECUTIVE VICE PRESIDENT | 4131816 | |
| WELLS, MICHAEL KURT | EXECUTIVE VICE PRESIDENT & TREASURER | 5999501 | |
| WOODRING, DANIEL AARON | EXECUTIVE VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | 4028705 |
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Advisor's working at PRIMERICA BROKERAGE SERVICES, INC.
Daniel Aaron Woodring
David Ian How
James Williams Hines
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