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Usha G

Series 65, Series 63

Fremont, CA

Primerica Advisors

Usha Gurazada is a financial advisor with Primerica Advisors in Fremont, CA, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2004. Her other business activities include sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through model-driven strategies managed by third-party asset managers and supports trade execution and custody through well-known providers.

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

Series 65, Series 63

Fremont, CA

Primerica Advisors

David Brown is a financial advisor with Primerica Advisors in Fremont, CA, holding Series 65 and Series 63 licenses and five years of industry experience. He has been affiliated with Primerica Financial Services since 1995 and has worked with the East Side Union High School District for over ten years. Outside of advising, Brown is the author of the book "It's Natural to be Gay" and serves as the founder and pastor of One Way Bible Fellowship. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers discretionary separately managed account options, with oversight from BNY Mellon Advisors and custodial support from Pershing.

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

Series 63, Series 65

Fremont, CA

Primerica Advisors

Erick Milanco is a financial advisor with Primerica Advisors in Fremont, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Primerica Advisors since 2017 and also worked at Raymond Handling Concepts Corp from 2015 to 2020. Outside of his advisory role, Milanco owns Prime Lift Tires, LLC, a forklift repair and service business, and works as a delivery driver for Amazon Flex and DoorDash. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model‑delivery strategies and a limited number of discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with trading and execution services delegated to BNY Mellon Advisors and Pershing.

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

Series 63, Series 65

Fremont, CA

Primerica Advisors

Eve Meyer is a financial advisor with Primerica Advisors in Fremont, CA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. She has been with Primerica Advisors since 1994 and also works with Esmff since 2000. Her outside activities include part-time referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure while delegating model implementation to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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