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Anthony C

Series 63, Series 65

Burien, WA

Primerica Advisors

Anthony Cosme is a financial advisor with Primerica Advisors in Everett, WA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at Swedish Medical Center and Kalck Ambulance, alongside ongoing affiliations with PFS Investments Inc and Primerica Financial Services. He is involved in sales of investment-related products and also participates in referral activities for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee model.

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

Series 63, Series 65

Burien, WA

Primerica Advisors

Darren Fox is a financial advisor at Primerica Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica and its affiliates since 1994. Outside of his advisory role, he is the owner of FUTD, Inc., a legal entity formed for Primerica business purposes, and is involved in referrals for 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 selection of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Lynette A

Series 65, Series 63

Burien, WA

Primerica Advisors

Lynette Ackman is a financial advisor with Primerica Advisors based in Burien, WA. She holds Series 65 and Series 63 designations and has one year of industry experience. Prior to her current role, she worked at Symetra for ten years and has experience with tax services at H&R Block and Jackson Hewitt. In addition to advisory services, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors serves primarily individual investors along with corporate and charitable clients through a wrap-fee asset management program. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and account custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Alan O

Series 63, Series 65

Burien, WA

Primerica Advisors

Alan Osaki is a financial advisor with Primerica Advisors in Seattle, WA, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has been with Primerica Advisors since 1993 and with Primerica Financial Services since 1992. Outside of advisory work, he is involved in sales of investment-related products and also participates in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Kristopher B

Series 65, Series 63

Burien, WA

Primerica Advisors

Kristopher Borjal is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and six years of industry experience. He has a work history that includes roles at Snohomish County PUD No. 1 and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates with a large network of advisors and significant assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Craig Y

Series 65, Series 63

Burien, WA

Primerica Advisors

Craig Yoshino is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2014–2015, and he has been involved with Bardahl Manufacturing Corp. since 2010. Outside of advisory services, Yoshino engages in the sale of loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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George S

Series 63, Series 65

Burien, WA

Primerica Advisors

George Shaw is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2018. In addition to his advisory role, Shaw is involved in non-investment business activities including ownership of real estate management entities in Lexington, KY, and Las Vegas, NV. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and offers a wrap-fee solution with a tiered percentage-based fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Jonie M

Series 63, Series 65

Burien, WA

Primerica Advisors

Jonie Martinka is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her work history includes roles at Polaris Injury Law, Moos Tax & Accounting, Weiss & Associates, and SQI, Inc. Outside of advising, she is involved in consulting activities and referrals related to home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Rene Y

Series 65, Series 63

Burien, WA

Primerica Advisors

Rene Yoshino is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has 12 years of industry experience and has worked with Primerica since 2014. Outside of his advisory role, he owns Financial Freedom for Families LLC, an investment-related business based in Issaquah, WA. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of advisors.

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

Series 63, Series 65

Burien, WA

Primerica Advisors

John Crull is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2018 and has worked with Primerica Financial Services since 1994. Outside of his advisory role, he is involved in the sale of home security and automation products through a co-located affiliate and participates in home-related service referrals. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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