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Daniel A

Series 65, Series 63

North Branford, CT

Primerica Advisors

Daniel Asiedu is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 10 years of industry experience. He has been with Primerica Advisors since 2015 and has been involved with related Primerica entities since 2013. Outside of his advisory role, he serves as the medical director for Caregivers RI, LLC, a home care business he co-founded with his wife. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, along with corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Dataram N

Series 63, Series 65

North Branford, CT

Primerica Advisors

Dataram Narain is a financial advisor with Primerica Advisors in Madison, CT, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1993. Outside of his advisory role, he is involved in selling home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses third-party asset managers and provides services via a tiered wrap-fee structure rather than fixed fees.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Diego A

Series 63, Series 65

North Branford, CT

Primerica Advisors

Diego Arbelaez Doncel is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has worked with ETI Sales for 15 years and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2003. Outside of his advisory role, he is involved with Isla's Business Services LLC, which provides tax preparation and bookkeeping services. Primerica Advisors serves primarily individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm manages a wrap-fee asset management program that utilizes model-delivery strategies created by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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