Brooklyn, NY Metropolitan Ave Office

Marlon Lynshue is a financial advisor with Primerica Advisors, holding a Series 63 designation and 15 years of industry experience. He has been with Primerica Advisors since 2008 and has worked with Primerica Financial Services since 2006. Outside of advisory services, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Ana Moore is a financial advisor with Primerica Advisors in Brooklyn, NY, holding a Series 63 designation and 12 years of industry experience. She has worked at PFS Investments Inc. since 2014 and Primerica Financial Services since 2012. Additionally, Moore has a long-standing role with the Board of Elections and previously worked at PricewaterhouseCoopers for over three decades. Outside of her advisory work, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors is a large-scale firm serving individual, corporate, and charitable clients through a wrap-fee asset management program that primarily uses model-delivery strategies by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for custody and trade execution. The firm focuses on individual investors and does not manage institutional portfolios or pension plans.

Nirmala Sookiram is a financial advisor at Primerica Advisors with 20 years of industry experience. She holds a Series 63 designation and has worked at PFS Investments Inc. since 2004 and Primerica Financial Services since 1997. Outside of her advisory role, she owns Sookiram Management, LLC, a legal entity formed for personal real estate investing. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Navjot Dhillon is a financial advisor with Primerica Advisors in Brooklyn, NY, holding a Series 63 designation and 17 years of industry experience. He has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2003. In addition to advisory services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Tiarah Castan is a financial advisor with Primerica Advisors in Brooklyn, NY, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to joining Primerica, she was self-employed and worked in electrical services. Outside of advising, she is involved in the sale of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates with nearly 3,700 advisors and utilizes model-delivery investment strategies managed by third-party asset managers.

Alfredo Louk is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 31 years of industry experience. He has worked with PFS Investments, Inc. and Primerica Financial Services since 1994. In addition to his advisory role, he is involved in sales of non-investment related products through affiliated companies, including offerings related to home security and automation. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.