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Leon V

Series 63, Series 65

Lombard, IL

Primerica Advisors

Leon Vaughn is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 credentials and one year of industry experience. His professional background includes roles at Primerica Financial Services, Vaugh Global Solutions, Central Transportation LLC, Staffinders Inc, and Safer Foundation. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily through model-based investment strategies.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Felix C

Series 63, Series 65

Lombard, IL

Primerica Advisors

Felix Chunuwe is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Primerica Advisors since 2014 and also serves as a US Soccer Federation Grassroots Referee since 2020. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients within a wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Kimberly C

Series 63, Series 65

Lombard, IL

Primerica Advisors

Kimberly Cisneros is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She has been with Primerica Advisors since 2020 and Primerica Financial Services since 2019. Prior to her financial services career, she worked at Advocate for 27 years. Cisneros is involved in selling investment-related products and receives compensation for referral services related to home security and automation products. 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 that relies on model-delivery strategies managed by unaffiliated asset managers, supported by discretionary account options and institutional trade execution and custody services.

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

Series 65, Series 63

Lombard, IL

Primerica Advisors

Anthony Lopez is a financial advisor with Primerica Advisors in Lombard, IL, holding Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Primerica Mortgage, Primerica Financial Services, and REAL Broker LLC, where he is also active as a real estate broker. Lopez also has experience in part-time referral of home security and automation products through Primerica Client Services. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors and charitable clients, delivering advisory services via a large network of advisors. The firm uses model-driven investment strategies supplemented by discretionary managed account options and support from BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
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