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Ysela M

Series 63, Series 66

Concord, CA

Primerica Advisors

Ysela Madrigal is a financial advisor at Primerica Advisors with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. 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 utilizes model-delivery strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Sagar G

Series 65, Series 63

Concord, CA

Primerica Advisors

Sagar Gurung is a financial advisor with Primerica Advisors in Concord, CA, holding Series 65 and Series 63 credentials and six years of industry experience. He has been with Primerica Advisors since 2020 and also has prior experience with Primerica Financial Services and other businesses including Loris Diner Inc. and Uber EATS. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, corporate, and charitable clients, employing model-delivery strategies managed by unaffiliated asset managers and supported by custodial and execution services from BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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