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Elaine R

Series 63, Series 65

Gaithersburg, MD

Primerica Advisors

Elaine Rose is a financial advisor at Primerica Advisors with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2003. In addition to her advisory role, she is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Brenda Y

Series 63, Series 65

Gaithersburg, MD

Primerica Advisors

Brenda Yombo is a financial advisor at Primerica Advisors with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Intuit, Jones and Company Professional Corporation, and Rose Financial Solutions. Brenda is also the CEO and managing member of Infinity Gray Consulting LLC, providing consulting and tax preparation services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies developed by unaffiliated asset managers and offers both discretionary and non-discretionary investment options supported by custodians such as BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Tambria T

Series 65, Series 63

Gaithersburg, MD

Primerica Advisors

Tambria Thacker is a financial advisor with Primerica Advisors in Gaithersburg, MD, holding Series 65 and Series 63 licenses and 13 years of industry experience. She has worked at Primerica Financial Services since 2011 and PFS Investments Inc. since 2013. Outside of advisory work, she operates a business affiliated with Primerica and works as an Uber driver. Primerica Advisors primarily serves individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program featuring model-driven strategies and discretionary management, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

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

Series 63, Series 65

Gaithersburg, MD

Primerica Advisors

Keyoor Brahme is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc, Primerica Financial Services, and Equinoxys. Outside of his advisory role, Brahme is the founder and treasurer of Prabalta Inc, a non-investment related venture. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based and separately managed account strategies under a wrap-fee structure. The firm curates third-party asset managers and integrates trading and custody services through established partners.

ESG / Sustainable investing Tax-loss harvesting Income planning
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