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Niko S
Series 65, Series 63
Tarpon Springs, FL
Primerica Advisors
Niko Sacoolas is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses and eight years of industry experience. His professional background includes roles at Apple Inc and Tesla, in addition to his ongoing tenure at Primerica Financial Services since 2014. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third-party asset managers.
Tony A
Series 63, Series 65
Tarpon Springs, FL
Primerica Advisors
Tony Azevedo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. In addition to his advisory role, he is involved in the sale of non-investment home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm employs third-party asset managers and uses an operational model centered on a tiered wrap fee structure.
Kriss B
Series 63, Series 65
Tarpon Springs, FL
Primerica Advisors
Kriss Bryan is a financial advisor with Primerica Advisors in Tarpon Springs, FL, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Primerica Advisors since 2016 and also has professional experience with Amazon Inc., Humana/KMG, Teradyne, Inc., and Primerica Financial Services. Outside of his advisory role, he is the owner of KWB Entertainment, Inc. and an author. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, as well as corporate and charitable clients. The firm employs model-delivery investment strategies supported by third-party asset managers and serves a broad client base with approximately $15.5 billion in assets under management.
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