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Anthony G

Series 63, Series 65

Hamden, CT

Primerica Advisors

Anthony Gallagher is a financial advisor with Primerica Advisors in Hamden, CT, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with Primerica Advisors since 2017 and has also worked with Primerica Financial Services since 2013. Outside of his advisory role, he is involved with Global Spice, a business he has been associated with since 2011. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers, employs a tiered wrap fee structure, and delegates trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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John L

Series 63, Series 65

Hamden, CT

Primerica Advisors

John Lombardi is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including PFS Investments Inc. and Primerica Financial Services since 2010. Outside of advisory work, he is involved in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm uses third-party asset managers and an independent due-diligence process, with trade implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Christopher P

Series 65, Series 63

Hamden, CT

Primerica Advisors

Christopher Podkowiak is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having 12 years of industry experience. He has worked at Primerica Financial Services since 2010 and concurrently serves at the Probate Court of Berlin, CT. In addition to his advisory role, he is involved in the sale of loan products and home security referrals through affiliates of PFS Investments Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program using model-delivery strategies created by unaffiliated asset managers and provides trade execution and custody support through Pershing and BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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