Amy Lam is a financial advisor with Primerica Advisors in New York, NY, holding a Series 63 designation and 15 years of industry experience. Her work history includes roles at PFS Investments Inc. and Primerica Financial Services, among others. Lam also engages in the sale of investment-related products and receives compensation for referrals related to home security and automation services. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by unaffiliated asset managers. The firm operates at scale with thousands of advisors and offices and approximately $15.5 billion in assets under management.

Christopher Nesmith is a financial advisor with Primerica Advisors in New York, NY, holding a Series 63 designation and nine years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 2016. Outside of his advisory role, Nesmith is involved in independent marketing and operates a sole proprietorship in car sales and brokerage, in addition to working as a self-employed courier and driver. Primerica Advisors sponsors a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and focuses on delivering advisory services through model-driven strategies managed by third-party asset managers.

Jason Chan is a financial advisor with Primerica Advisors in Brooklyn, NY, holding a Series 63 designation and 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advisory work, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its advisory services.

Kobla Dente is a financial advisor at Primerica Advisors in New York, NY, with 25 years of industry experience. He has been associated with Primerica Financial Services since 1999 and Pfs Investments Inc. since 2005. Outside of financial advising, he is also a self-employed artist specializing in traditional Jamaican talking drums. 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 utilizes model-delivery strategies managed by unaffiliated asset managers, supported by custody and trade execution services from BNY Mellon Advisors and Pershing.

Ramon Ditren is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 32 years of industry experience. He has worked with Primerica Financial Services since 1992 and PFS Investments Inc. since 1993. In addition to his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by unaffiliated asset managers.

Austin Harris is a financial advisor with Primerica Advisors, holding a Series 63 designation and 25 years of industry experience. He has worked at PFS Investments, Inc. since 2000 and has been affiliated with Primerica Financial Services since 1999. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure while overseeing model selection and implementation.

Robert Richards is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors since 2004, alongside roles at The Greeley Company and TSIG Consulting Inc. Outside of his advisory work, Richards is self-employed as a CAD drafter and as-built surveyor. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Juan Feliz is a financial advisor with Primerica Advisors in New York City, holding a Series 63 designation and over 32 years of industry experience. He has been with Primerica Financial Services since 1991 and Primerica Advisors since 1989. Outside of advising, he is involved in sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports accounts through custodians such as Pershing.

Deyuan Zheng is a financial advisor with Primerica Advisors in New York, NY, holding a Series 63 designation and 15 years of industry experience. His prior work includes roles at Trinet, Centerlight, Kinray, and PFS Investments Inc. Outside of advisory services, he is involved in the sale of home security and automation product referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and offers model-based investment strategies supported by third-party asset managers and custodians.

Edwin Sanchez is a financial advisor with Primerica Advisors in New York, NY, holding a Series 63 designation and over 33 years of industry experience. He has been with Primerica Advisors since 1991 and with Primerica Financial Services since 1988. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and selective separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and provides a tiered wrap-fee structure, focusing on curated portfolio models rather than institutional plan management.