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Linda N

Series 63, Series 65

Grand Junction, CO

Primerica Advisors

Linda Newman is a financial advisor with Primerica Advisors in Grand Junction, CO, holding Series 63 and 65 licenses and 17 years of industry experience. She has worked with Primerica since 2008 and has prior experience outside finance, including roles at Meijer Stores and Intermountain Healthcare Cardiology. Newman is also involved in sales of loan products and home security and automation services through affiliated companies. 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 uses model-delivery strategies managed by unaffiliated asset managers, 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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