Brick, NJ 74 Brick Blvd Ste 107 C Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

4

Of 3,966 advisors across 1,249 offices

Location

74 Brick Blvd, Ste 107 C

Brick NJ 08723

Advisors at this office

4

Advisors at this office

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Michael H

Series 63, Series 65

Brick, NJ

Primerica Advisors

Michael Hrehovcik is a financial advisor with Primerica Advisors in Manchester, NJ, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1987. Outside of advisory work, 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, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure to manage client portfolios.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Thomas K

Series 63, Series 65

Brick, NJ

Primerica Advisors

Thomas Kunz is a financial advisor with Primerica Advisors in Toms River, NJ, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. Outside of investment advisory, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

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

Series 63, Series 65

Brick, NJ

Primerica Advisors

Michael Broderick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has worked with Primerica Financial Services and PFS Investments Inc. since 1993. In addition to advisory services, he is involved in sales of loan products and home-related 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 curates third-party asset managers and uses a tiered wrap-fee structure for its investment services.

ESG / Sustainable investing Tax-loss harvesting Income planning
user avatar

Alexis J

Series 63, Series 65

Brick, NJ

Primerica Advisors

Alexis Jaeger is a financial advisor at Primerica Advisors with seven years of industry experience. She holds the Series 63 and Series 65 credentials. Outside of her advisory role, she owns an online clothing business called His Kingdom Apparel. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes a model-delivery strategy supported by third-party asset managers and focuses on scaled advisory services through a large network of advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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