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Brian R

Series 63, Series 65

Fresno, CA

Primerica Advisors

Brian Ruff is a financial advisor with Primerica Advisors in Fresno, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and select discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and maintains an operational model based on tiered wrap fees, focusing on curated portfolio management rather than institutional plan management.

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

Series 63, Series 65

Fresno, CA

Primerica Advisors

Robert Stauf is a financial advisor with Primerica Advisors in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1998. Outside of advisory services, he is involved in the sales of home-related products through affiliated companies including Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors sponsors 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 employs model-delivery strategies managed by external asset managers and supports trade execution and custody through Pershing, managing approximately $15.5 billion in assets with a network of nearly 3,700 advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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