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David F

Series 63, Series 65

Bensenville, IL

Primerica Advisors

David Figarelli is a financial advisor with Primerica Advisors in Schiller Park, IL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2012 and has served the Village of Schiller Park since 2018. Outside of his advisory role, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, emphasizing oversight and disclosure in its investment approach.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Dennis R

Series 63, Series 65

Bensenville, IL

Primerica Advisors

Dennis Riley is a financial advisor with Primerica Advisors in Bensenville, IL, holding Series 63 and Series 65 licenses and over 25 years of industry experience. He has been with Primerica Advisors since 2000 and previously worked at H&R Block for one year. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies and acts as a representative for United Health Care. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed account options. The firm employs third-party asset managers and offers a tiered wrap-fee structure while maintaining oversight of its investment models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Michael F

Series 63, Series 65

Bensenville, IL

Primerica Advisors

Michael Figarelli is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been affiliated with PFS Investments Inc. since 1984 and Primerica Financial Services since 1981. He also engages in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors and employs model-delivery strategies managed by unaffiliated asset managers, with support from an overlay manager and custodial services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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