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R. R

Series 63

Skaneateles, NY

Primerica Advisors

R. Rienhardt is a financial advisor with Primerica Advisors, holding a Series 63 designation and 19 years of industry experience. His work history includes roles at Primerica Financial Services since 2004 and PFS Investments Inc. since 2006. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliates of PFS Investments Inc. and Primerica Mortgage, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, offering a range of investment models implemented in partnership with BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Heather S

Series 63, Series 65

Skaneateles, NY

Primerica Advisors

Heather Sullivan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2002 and is also involved with JDS Telecom LLC and Pfs University. Outside of her advisory role, she receives compensation for referrals related to home security, automation products, and other home services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap fee structure, focusing on curated portfolio models rather than institutional plan management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Randy C

Series 63

Skaneateles, NY

Primerica Advisors

Randy Corl Sr. is a financial advisor with Primerica Advisors in Skaneateles, NY, holding a Series 63 designation and nine years of industry experience. His background includes roles at Lockheed Martin, Driver's Village, and PFS Investments Inc., among others. He is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Benjamin S

Series 63, Series 65

Skaneateles, NY

Primerica Advisors

Benjamin Stroh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and six years of industry experience. His work history includes roles at Wenger Corporation and PFS Investments Inc., as well as involvement with Bounce and Slide Rentals CNY, LLC and BPS Pro Audio, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Rowena I

Series 63

Skaneateles, NY

Primerica Advisors

Rowena Ilag Ferguson is a financial advisor with Primerica Advisors in Skaneateles, NY, holding a Series 63 designation and eight years of industry experience. Prior to joining Primerica, she worked 18 years with Associated Gastroenterologists of CNY and currently has involvement with the Specialty Surgery Center of Central NY. She also has outside business activities related to sales of loan products and home security and automation services through affiliates of Primerica. 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 offers a wrap-fee asset management program that utilizes model portfolio strategies managed by unaffiliated asset managers, with trade execution and custody supported by Pershing and BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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