Adam Herndon

Primerica Advisors

8 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Primerica Advisors

Compensation

Fee-Only (AUM)

Firm Size

3529 advisors

Number of Clients

54,384 clients

Average Client Portfolio

$205K average

Assets Under Management

$11.2B

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

1 Primerica Parkway, Duluth, GA, 30099

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Adam is involved in the management and operations of investment-related products. The filing does not mention any insurance-related activities.

Employment History

Current Registrations

Primerica Brokerage Services, INC.Broker

September 2023 - Present · 2 yrs 5 mos

Primerica Advisors

May 2018 - Present · 7 yrs 9 mos

PFS Investments INC.Broker

April 2017 - Present · 8 yrs 10 mos

State Registrations1 state

AdvisorBrokerBoth

Exams

No exam information available for this advisor.