New Hyde Park, NY Office

Saji Thomas is a financial advisor with Primerica Advisors, holding a Series 63 designation and 16 years of industry experience. His career includes roles at PFS Investments Inc and Primerica Financial Services since 2006, as well as prior work at the United Nations. He is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

James George is a financial advisor with Primerica Advisors, holding a Series 63 designation and 23 years of industry experience. He has worked at PFS Investments Inc. since 2016 and has been with Primerica Financial Services since 1998. Outside of advisory work, he is involved in the sale of non-investment products including loan products, home security, and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.