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Marlynn S

Akron, OH

Primerica Advisors

Marlynn Soliwoda is a financial advisor with Primerica Advisors in Akron, OH, holding eight years of industry experience. Her prior roles include work with Stow Alliance Fellowship and Victory Life Church. She is involved in sales of loan and home security products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-based investment strategies managed by third-party asset managers and operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brian C

Series 65, Series 63

Akron, OH

Primerica Advisors

Brian Cole is a financial advisor with Primerica Advisors in Akron, OH, holding Series 65 and Series 63 licenses and 23 years of industry experience. He has worked with Primerica Financial Services since 2002 and PFS Investments Inc. since 2011. Outside of his advisory role, he is involved in the sale of home security and automation products and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jeffrey L

Series 63, Series 65

Akron, OH

Primerica Advisors

Jeffrey Lathrop is a financial advisor with Primerica Advisors in Akron, OH, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of advising, he is a partial owner of Cabot Oil & Gas Corporation and serves as trustee for a family mineral rights trust receiving oil and gas royalties. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited discretionary separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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