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James H

Series 63, Series 65

Ellicott City, MD

Primerica Advisors

James Hill Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Outside of his advisory role, he serves as Director of Operations and an ordained minister at Kingdom Center Ministries Inc. since 2003. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm utilizes model-based investment strategies and offers discretionary portfolio management with support from third-party asset managers and custodians.

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

Series 65, Series 63

Ellicott City, MD

Primerica Advisors

Shelby Smith is a financial advisor with Primerica Advisors in Ellicott City, MD, holding Series 65 and Series 63 licenses and nine years of industry experience. Their background includes roles in various sectors such as transportation and staffing alongside a long tenure at Primerica Financial Services and PFS Investments Inc. Outside of financial advising, Shelby is a notary public and loan signing agent and also drives for Lyft on a part-time basis. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that employs model-delivery strategies from unaffiliated asset managers and emphasizes advisory services through financial advisors who collect client information and present model recommendations.

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

Series 65, Series 63

Ellicott City, MD

Primerica Advisors

Deborah Stotelmyer is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. She has been affiliated with Primerica Financial Services since 1997 and also teaches private music lessons independently. Primerica Advisors manages a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, utilizing model-driven investment strategies supported by third-party asset managers and custodians.

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

Series 65, Series 63

Ellicott City, MD

Primerica Advisors

George Konstantas Jr. is a financial advisor at Primerica Advisors with 40 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Primerica since 1985. Primerica Advisors 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 operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based strategies developed by unaffiliated asset managers.

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

Series 65, Series 63

Ellicott City, MD

Primerica Advisors

Darlene Green Connor is a financial advisor with Primerica Advisors in Ellicott City, MD, holding Series 65 and Series 63 licenses and 24 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2001 and has also been involved with 3D Accounting & Tax Services since 1993. Additionally, she has been affiliated with Strayer University since 2009. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based recommendations managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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

Series 65, Series 63

Ellicott City, MD

Primerica Advisors

Andriel Matthews is a financial advisor with Primerica Advisors in Ellicott City, MD, holding Series 65 and Series 63 credentials and 27 years of industry experience. Matthews has been with Primerica Advisors since 1997 and Primerica Financial Services since 1995. Outside of advisory work, Matthews is involved in the sales of loan products, home security and automation referrals, and owns Matthews Monarchies & Associates, Inc., an entity established for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate clients, and charitable organizations. The firm employs model-driven strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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