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Jerry A

Series 63, Series 65

Scottsdale, AZ

Primerica Advisors

Jerry Abbitt is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding Series 63 and Series 65 registrations and 19 years of industry experience. He has been with Primerica Advisors since 2007 and also serves on the Alumni Council as Co-Chairman for Grace College & Seminary. Additionally, Abbitt is on the Board of Directors for Abbitt Wellness Centers in Phoenix. Primerica Advisors sponsors 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 entities. The firm uses 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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Clement L

Series 63, Series 65

Scottsdale, AZ

Primerica Advisors

Clement Lisitski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. 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, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Garland H

Series 63, Series 65

Scottsdale, AZ

Primerica Advisors

Garland Howard III is a financial advisor at Primerica Advisors with 42 years of industry experience. He has been affiliated with Primerica Advisors since 1984 and Primerica Financial Services since 1991. In addition to advisory services, he is involved in the sale of loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed 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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Terry H

Series 63, Series 65

Scottsdale, AZ

Primerica Advisors

Terry Howard is a financial advisor with Primerica Advisors in Phoenix, AZ, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Primerica Advisors since 1993 and Primerica Financial Services since 1989. In addition to advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which features model-delivery strategies and limited separately managed account options. The firm employs a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Leslie D

Series 63, Series 65

Scottsdale, AZ

Primerica Advisors

Leslie Donaldson Jr. is a financial advisor at Primerica Advisors with 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996, holding Series 63 and Series 65 designations. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm employs third-party asset managers and utilizes BNY Mellon Advisors for model implementation, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Kyle H

Series 65, Series 63

Scottsdale, AZ

Primerica Advisors

Kyle Hedwall is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding Series 65 and Series 63 licenses and having six years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2020 and has served in leadership roles at several ministries, including Marketplace Ministries since 2021. Hedwall is also an ordained minister. Primerica Advisors sponsors a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-driven investment strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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