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Leon V

Series 63, Series 65

Lombard, IL

Primerica Advisors

Leon Vaughn is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses. His work history includes roles at Primerica Financial Services, Central Transportation LLC, Staffinders Inc, Vaugh Global Solutions, and Safer Foundation. Vaughn has been involved with Vaugh Global Solutions since 2020. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies overseen by third-party managers and supports accounts through BNY Mellon Advisors and Pershing.

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 at Primerica Advisors with Series 63 and Series 65 licenses and one year of industry experience. His background includes roles in mortgage services and real estate brokerage, including his current work with Primerica Mortgage and REAL Broker LLC. Outside of finance, he is involved in real estate brokerage through REAL Broker LLC. Primerica Advisors manages 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 from third-party asset managers and offers discretionary separately managed accounts with support from BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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