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Chunhua X
Series 63, Series 66
West Windsor, NJ
Primerica Advisors
Chunhua Xin is a financial advisor with Primerica Advisors in West Windsor, NJ, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Primerica, Xin has worked with firms including Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and various financial and real estate companies. Xin is also involved with Faithful Financial, LLC. 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 utilizes model-delivery investment strategies managed by unaffiliated asset managers and supports its services with custody and execution partnerships.
Andrew T
Series 63, Series 65
West Windsor, NJ
Primerica Advisors
Andrew Tomasko is a financial advisor with Primerica Advisors in West Windsor, NJ, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1990 and 1991, respectively. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model focused on percentage-based wrap fees and independent due diligence.
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