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Kevin O

Series 63, Series 65

Santa Ana, CA

Primerica Advisors

Kevin Olsen is a financial advisor with Primerica Advisors in Santa Ana, CA, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. In addition to advisory services, he is involved in sales of loan products and home security and automation service referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers advisory services primarily through model-driven strategies managed by third parties, with oversight from BNY Mellon Advisors and Pershing, and has approximately $15.5 billion in assets under management across nearly 3,700 advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Bryan W

Series 63, Series 65

Santa Ana, CA

Primerica Advisors

Bryan Wright is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Primerica Advisors since 2009 and also has prior work experience at Bristol Farms. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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