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Thienkim T

Series 63, Series 65

Springfield, VA

Primerica Advisors

Thienkim Trinh is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been associated with PFS InvestmentS Inc and Primerica Financial Services since 1997. In addition to advisory work, she is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors is a large-scale firm serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program primarily based on model-delivery strategies managed by unaffiliated asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Kevin M

Series 65, Series 63

Springfield, VA

Primerica Advisors

Kevin Mccall is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 65 and Series 63 licenses and having 11 years of industry experience. His prior work includes roles at American Color and Virginia Canopy Tours. He is involved in non-investment related referrals for home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based recommendations supported by third-party asset managers and custodians.

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

Series 63, Series 65

Springfield, VA

Primerica Advisors

Jimmy Coates is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior work includes roles at Intuitive Research and Technology Company, Radiance Technologies, Inc., and several other firms. He is also involved in sales of loan products and home security and automation services through affiliates of PFS Investments Inc. 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 clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based investment strategies.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Juan U

Series 63, Series 65

Springfield, VA

Primerica Advisors

Juan Uribe is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and offers a wrap-fee structure with an operational model that includes ongoing oversight of manager selection.

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

Series 66

Springfield, VA

Primerica Advisors

Kyle Bell is a financial advisor with Primerica Advisors in Springfield, VA, holding a Series 66 designation and 15 years of industry experience. His career includes roles at PFS Investments Inc., Primerica Financial Services, and Waddell & Reed, Inc., as well as service with the Army and Kansas Army National Guard. Outside of advisory work, he is involved with St. Barbara LLC, a non-investment related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed accounts primarily for individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and manages trading through BNY Mellon Advisors, emphasizing a tiered percentage-based fee model.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Aurora M

Series 63, Series 65

Springfield, VA

Primerica Advisors

Aurora Mcnear is a financial advisor with Primerica Advisors in Alexandria, VA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of her advisory role, Mcnear is President and CEO of Global Recruitment LLC, a business that recruits international teachers. 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 account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

ESG / Sustainable investing Tax-loss harvesting Income planning
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