TrueAdvisor
TrueAdvisor
EA
EA

Edward Alligier

Primerica Advisors
7 Years of Experience
Paramus, NJ
1 DisclosureBroker
View SEC Summary
View SEC Summary

Edward Alligier is a registered investment advisor at Primerica Advisors, based in Paramus, NJ, with 7 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.

Primerica Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+0.85%

Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

240 Frisch Ct, Ste 301, Paramus, NJ, 07652

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 2011
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Edward sells investment-related products for companies affiliated with PFS Investments Inc. He also receives non-investment related compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. Additionally, Edward owns Alligier Health and Entertainment, LLC and 659 S 10th, LLC, dedicating about a quarter of his time to the former.

Employment History
Current Registrations
Primerica Advisors
December 2021 - Present · 4 yrs 10 mos
PFS Investments INC.Broker
October 2021 - Present · 5 yrs
Previous Registrations
Equitable Advisors, LLC
December 2020 - June 2021 · 6 mos
Equitable Advisors, LLCBroker
December 2020 - June 2021 · 6 mos
Primerica Advisors
April 2020 - December 2020 · 8 mos
PFS Investments INC.Broker
July 2018 - December 2020 · 2 yrs 5 mos
State Registrations1 state
NJ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Paramus, NJ →All financial advisors in New Jersey →