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Andre L
Series 63
Rosedale, NY
Primerica Advisors
Andre Lindsay is a financial advisor with Primerica Advisors, holding a Series 63 designation and possessing 11 years of industry experience. He has worked at PFS Investments, Inc. since 2014 and has concurrent roles at Con Edison and Primerica Financial Services dating back to the mid-2000s. In addition to his advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and select separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.
Johnny A
Series 63
Rosedale, NY
Primerica Advisors
Johnny Abraham is a financial advisor with Primerica Advisors in Freeport, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and discretionary separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.
Carla J
Series 63, Series 65
Rosedale, NY
Primerica Advisors
Carla Jones is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked with PFS Investments, Inc. since 2011 and Primerica Financial Services since 2004, and previously spent seven years at Roberts Family Early Childhood Daycare. Outside of her advisory role, she manages the online presence for Shipman’s Pharmacy in Hempstead, NY. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and select separately managed account options to individual and high-net-worth clients under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, focusing on personalized portfolio management rather than institutional plans.
James S
Series 63
Rosedale, NY
Primerica Advisors
James Sullivan Jr. is a financial advisor at Primerica Advisors with 31 years of industry experience. He has been with Primerica Advisors since 1994 and Primerica Financial Services since 1992. His credentials include the Series 63 designation. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs an operational model featuring tiered wrap fees.
Sonny S
Series 63, Series 65
Rosedale, NY
Primerica Advisors
Sonny Stephens is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and totaling 31 years of industry experience. He has worked with Primerica Advisors since 1996 and has been affiliated with Primerica Financial Services since 1993. In addition to his advisory role, he is involved in sales of loan products and home security services through Primerica affiliates. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its investment services.
Donna F
Series 63
Rosedale, NY
Primerica Advisors
Donna Fykes is a financial advisor with Primerica Advisors in Uniondale, NY, holding a Series 63 designation and 14 years of industry experience. She has been associated with PFS Investments Inc. since 2012 and has also worked with the NYS Department of Labor since 2009. Outside of her advisory role, she is involved in the sale of home security and automation products through a co-located affiliate of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.
Eric C
Series 65, Series 63
Rosedale, NY
Primerica Advisors
Eric Caine is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having 10 years of industry experience. His prior work experience includes roles with the New York City Department of Education and Pine Forge Academy. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, relying on model-delivery strategies created by unaffiliated asset managers and supported by custodial services from Pershing.
Michele I
Series 63, Series 65
Rosedale, NY
Primerica Advisors
Michele Irby is a financial advisor at Primerica Advisors with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2017. Her prior experience includes employment at the U.S. Census Bureau and CUNY. In addition to advisory services, she is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.
Pascale M
Series 63
Rosedale, NY
Primerica Advisors
Pascale Medor is a financial advisor at Primerica Advisors with 25 years of industry experience. She has been affiliated with PFS Investments Inc. and Primerica Financial Services since 1999. In addition to her advisory role, she is a co-partner and owner of The VENCO Group Unlimited, a property and land acquisition business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm utilizes third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee structure.
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