Oakbrook Terrace, IL Office

Team
Updated today
PRIMERICA Advisors logo

PRIMERICA Advisors

Institution

Firm-wide stats for PRIMERICA Advisors

Total advisors

3,987

Across 1,251 offices

Clients per advisor

17 Very Low

Avg AUM per client

$228,117 Very Low

HNW client ratio

3% Very Low

About

Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program that serves primarily individual investors (including both non-HNW and high-net-worth clients), as well as corporate and charitable clients. The firm operates at scale — roughly 3,698 financial advisors, about 1,829 offices, and approximately $15.5 billion in AUM — and delivers advisory services through advisors who collect client information and present model recommendations.

The Program relies largely on model-delivery strategies created and managed by unaffiliated asset managers, with a limited number of discretionary separately managed account options; an overlay manager (BNY Mellon Advisors) and Pershing custody/clearing support trade execution and account custody. Models span strategic, tactical, tax-managed and income-distribution approaches and the brochure discloses recently added models that allocate to exchange-traded funds investing in cryptocurrency; advisory arrangements are billed as percentage-of-AUM rather than on a fixed-fee basis.

Compared with many large institutional advisers, Primerica does not provide portfolio management for institutional clients, does not serve pension or profit‑sharing plan clients, and does not offer a formal “selection of other advisers” service for clients — features that the firm’s disclosure highlights as absent. The firm also discloses several program-specific operational features and conflicts (use of third‑party due diligence, certain proprietary fund limitations through its broker‑dealer, an exclusion of parent-company stock from Program accounts, and compensation arrangements tied to wrap fees and asset managers) that distinguish its program governance and product availability from some peers.

Based on PRIMERICA Advisors

Expertise

ESG / Sustainable investing Tax-loss harvesting Income planning

Based on PRIMERICA Advisors

Location

2 Mid America Plz, Suite 370

Oakbrook Terrace IL 60181

Advisors at this office

5

Advisors at this office

user avatar

Domina T

Series 63, Series 65

Oakbrook Terrace, IL

Primerica Advisors

Domina Tingos is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at PFS Investments Inc. since 2015 and was previously employed by Zacks Investment Research from 2011 to 2019. Tingos has been associated with Primerica Financial Services since 2002. In addition to advisory work, she is involved in sales 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 discretionary separately managed accounts. 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

Kimberly P

Series 63, Series 65

Oakbrook Terrace, IL

Primerica Advisors

Kimberly Poulos is a financial advisor with Primerica Advisors in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Primerica Advisors since 1995 and previously worked at Brennan Financial Group. Outside of advisory work, she is involved in part-time referrals for home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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

Nikole G

Series 63, Series 65

Oakbrook Terrace, IL

Primerica Advisors

Nikole Galanes is a financial advisor with Primerica Advisors in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has been associated with PFS Investments Inc. since 2008 and Primerica Financial Services since 2003. Outside of advisory work, she is involved in business activities related to sales of loan products and home services referrals through Primerica affiliates. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and a tiered wrap-fee structure for its services.

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

Guenadi M

Series 63, Series 65

Oakbrook Terrace, IL

Primerica Advisors

Guenadi Miliavski is a financial advisor with Primerica Advisors in Oakbrook Terrace, IL, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Primerica Advisors since 2020 and also maintains roles at Primerica Financial Services and the Russian School of Mathematics. Outside of his advisory work, he has been involved with Globetrotters International Inc and ISCO International for over a decade. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and delegates trading responsibilities, providing a wrap-fee investment solution.

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

Jessica M

Series 65, Series 63

Oakbrook Terrace, IL

Primerica Advisors

Jessica Macasu is a financial advisor at Primerica Advisors with three years of experience. She holds Series 65 and Series 63 licenses and has worked at Primerica Financial Services since 2016. Macasu also has a background in healthcare, having been employed by Northwestern Medicine and Chamberlain University. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies supported by third-party asset managers.

ESG / Sustainable investing Tax-loss harvesting Income planning
View complete list of advisors at this office
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