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Maria Cristina D

Series 65, Series 63

Corona, CA

Primerica Advisors

Maria Cristina Deterala De La O is a financial advisor with Primerica Advisors in Corona, CA, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has been with Primerica Advisors since 2014 and has worked with Primerica Financial Services since 2006. Outside of her advisory role, she manages De La O Associates, Inc., which supports Primerica business activities. 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 clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides services supported by BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Alfred D

Series 63, Series 65

Corona, CA

Primerica Advisors

Alfred De La O is a financial advisor with Primerica Advisors in Corona, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2007. Outside of advisory duties, he is involved in sales of loan products and home security services through affiliated companies and operates De La O Associates, Inc. for Primerica business purposes. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and limited discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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