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Joseph Cassella

Primerica Advisors

5283 Corporate Drive
Suite 204

Frederick, MD 21703

240-575-5900

Your Money. Good Choices. More Success.

About Primerica Advisors

Primerica has been committed to helping families save and invest for their futures since 1977. Through PFS Investments Inc., Primerica's broker-dealer, we show people how they can achieve a better financial future by helping them learn our HOW MONEY WORKS concepts. With approximately 2.5 million client accounts, we offer the best solutions aimed to help families achieve their financial goals. With Primerica, no client is too big or too small.

See Disclosures

General Information

Firm Start Year

1923

CRD#

4486327

Firm CRD#

10111

Insurance License#

2073884

States Licensed in

MD,NJ,NY,PA,VA,WV,FL,NC,SC,CO,CT,OH,MA

Years of Experience in Financial Services

21

Number of Years with Current Firm

21

Work with the following types of clients

Individual Investors, Businesses

Foreign Languages Serviced

English,Spanish,ASL

Advisory Services Provided

Money Management, Financial Advice & Consulting

Services

Can meet clients in the following ways

Your Office, Our Office, Video Conference

Compliance

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 6, Series 26, Series 63, Series 65

Insurance and Annuity Licenses

Variable Annuity, Life, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$25,000

Compensation Methods

Commissions

Fee % Based on Assets

1

Hourly Rate

$0

Disclosures

RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.retirementplanning.net/disclosure/1890720/retirementplanning-primerica-advisors-detailed-disclosure