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Benjamin C

Series 65, Series 63

Pleasant Grove, UT

Primerica Advisors

Benjamin Chandia is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His career background includes roles at PFS Investments Inc., Primerica Financial Services, and prior service with fire departments in West Valley City and Ogden City. He is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing and BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Saryn K

Series 63, Series 65

Pleasant Grove, UT

Primerica Advisors

Saryn Keller is a financial advisor at Primerica Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including at Primerica Financial Services and Parham Doctor's Hospital. Her other business activities include sales of loan products and referrals for home security and automation services through affiliated companies. 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 created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Dallin B

Series 63, Series 65

Pleasant Grove, UT

Primerica Advisors

Dallin Brand is a financial advisor with Primerica Advisors in Pleasant Grove, UT, holding Series 63 and Series 65 registrations and with eight years of industry experience. His background includes roles at Go Health, Cross Fit Lehi, PFS Investments Inc., Primerica Financial Services, Gunthers Comfort Air, and The Church of Jesus Christ of Latter-day Saints. He is involved in sales of various home-related products and services 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 model-based advisory services supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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