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Christine P

Series 63, Series 65

Lakewood, CO

Primerica Advisors

Christine Plentyhoops is a financial advisor with Primerica Advisors in Parker, Colorado, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002. Her other business activities include sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

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

Series 63, Series 65

Lakewood, CO

Primerica Advisors

Risha Serrano is a financial advisor at Primerica Advisors with 14 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Primerica Advisors and Primerica Financial Services since 2012. In addition to her advisory role, she receives non-investment related compensation for the referral of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors is a large-scale firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that primarily uses model-delivery strategies managed by third-party asset managers. The firm supports its advisory services with custodial and trade execution provided by Pershing and includes options such as discretionary separately managed accounts and newer model allocations to cryptocurrency ETFs.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Wanda A

Series 63, Series 65

Lakewood, CO

Primerica Advisors

Wanda Archer is a financial advisor with Primerica Advisors in Thornton, CO, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Primerica Advisors since 1994 and Primerica Financial Services since 1993. Outside of her advisory role, she operates Wanda Archer, LLC, which focuses on investment-related activities connected to Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Gregory D

Series 63, Series 65

Lakewood, CO

Primerica Advisors

Gregory Dellinger is a financial advisor with Primerica Advisors in Lakewood, Colorado, holding Series 63 and Series 65 licenses and possessing 44 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm uses model-delivery investment strategies developed by unaffiliated asset managers and supports accounts with custody and trade execution services from major providers like BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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