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Kayla F

Series 65, Series 63

Canyon Lake, CA

Primerica Advisors

Kayla Fox is a financial advisor with Primerica Advisors in Canyon Lake, CA, holding Series 65 and Series 63 licenses and having three years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services during her career, alongside a decade at Coldwell Banker ABR. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates nationally with approximately 3,698 financial advisors and $15.5 billion in assets under management, offering model-driven investment strategies and custody services through third-party providers.

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

Series 63, Series 65

Canyon Lake, CA

Primerica Advisors

Brent Corlew is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of advising, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-delivery strategies developed by third-party asset managers and offers a range of portfolio options supported by discretionary management and custodial services.

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

Series 63, Series 65

Canyon Lake, CA

Primerica Advisors

Irving Alcibar is a financial advisor with Primerica Advisors in Canyon Lake, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Primerica Advisors since 2022 and also has experience at Primerica Financial Services and Martin Brower. Outside of advisory duties, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and selectively managed accounts primarily for individual and high-net-worth clients, operating under a tiered wrap-fee structure and utilizing third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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