MCB Quantico Military Trusted Businesses

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Military Trusted Businesses
Primerica Advisors – Independent Adviser Representative
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Primerica Financial Services Inc. is largest independent financial services marketing company in North America with a history of high rankings from publications such as Forbes and DALBAR. Fully licensed independent representatives are authorized to provide life insurance, mutual fund investments, and managed account investment profiles. The financial assessment process typically starts with a free, no-obligation Financial Needs Analysis which provides a holistic approach to ensuring proper income protection, becoming debt free and financially independent. A world-class financial education centered on the needs of Main Street America rests at the core of Primerica’s business practices which keeps costs very low. Primerica independent advisors have the flexibility to offer services from several strategic partners to accommodate the full range of investment needs and styles. Phillip earned a Master of Arts in Government in 2014, his life insurance and Series 6 & 63 securities licenses in 2019, and became a fiduciary (Series 65 licensed) Investment Adviser Representative in June of 2021. Other financial services will come online in the near future. Phillip is also a former military dependent and current U.S. Customs & Border Protection officer with seventeen years of service and specializes in meeting the needs of federal employees and their families at all stages of the investment lifecycle. “For good reason, wealthy people have financial advisors and you should too.”
Hours of Operation:
By appointment Monday-Saturday
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