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Lynn M

Series 63, Series 65

Martinsville, VA

Primerica Advisors

Lynn Muhammad is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and 12 years of industry experience. She has been with Primerica Advisors since 2018 and has prior experience at Public Partnership, Adecco Staffing, and Results Inc. Outside of advisory work, she is involved in sales of loan products and home-related services through affiliated companies and manages Lynn Muhammad Financial Services LLC for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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