Elgin, IL Tollgate Rd Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

2

Of 3,977 advisors across 1,250 offices

Location

705 Tollgate Rd, Suite A

Elgin IL 60123

Advisors at this office

2

Advisors at this office

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Altynai S

Series 63, Series 65

Elgin, IL

Primerica Advisors

Altynai Sulaimanova is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. She has experience with firms including PFS Investments Inc. and Primerica Financial Services, and also has involvement in tax-related businesses. Sulaimanova's background includes roles in accounting and logistics. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-delivery investment strategies primarily managed by unaffiliated asset managers and operates with approximately 3,935 advisors and about $15.5 billion in assets under management.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Michelle H

Series 65, Series 63

Elgin, IL

Primerica Advisors

Michelle Hernandez is a financial advisor with Primerica Advisors based in Elgin, IL. She holds Series 65 and Series 63 licenses and has one year of industry experience. Her prior work history includes roles at PFS Investments Inc. and Primerica Financial Services. In addition to advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers model-based investment strategies through a large network of advisors and offers a range of investment models including strategic, tactical, and tax-managed approaches.

ESG / Sustainable investing Tax-loss harvesting Income planning
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