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Wayne L

Series 63, Series 65

Miami Lakes, FL

Primerica Advisors

Wayne Louk Jr. is a financial advisor with Primerica Advisors in Miami Lakes, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of financial advising, he is an officer of Fulu Rose Corp., a vending machine business based in Miami. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation and maintains an operational model based on tiered percentage-based wrap fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Edward G

Series 65

Miami Lakes, FL

Primerica Advisors

Edward Gomez is a Series 65-credentialed advisor with Primerica Advisors, based in Miami Lakes, FL, with 18 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2008 and previously spent 13 years at John A. Ferguson High School. Outside of his advisory role, he is involved in the sale of investment products and refers clients to home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies created by unaffiliated asset managers and supports trade execution and custodial services through Pershing and BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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