Oakland, NJ Spruce St Office

James Puckett is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 1998. Outside of his advisory role, he is a chemistry tutor and an adjunct instructor at Assumption College for Sisters. 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 account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Yulli Camargo is a financial advisor at Primerica Advisors with a Series 66 designation and experience beginning in 2024. Prior to joining Primerica Advisors, Yulli has held roles at Hinshaw & Culbertson LLP, LPL Enterprise LLC, Pruco Securities LLC, and Clark Law Firm, PC. Outside of advisory work, Yulli is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management primarily 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 services.

Jasmeet Kaur is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 2016 and 2017, respectively. Outside of her advisory role, she is involved with Literacy Volunteers of America and New Community Corp. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm sponsors a wrap-fee asset management program that uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Malcolm Lett is a financial advisor at Primerica Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with PFS Investments Inc. and Primerica Financial Services since 2008. In addition to his advisory role, 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, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Lewie Soaivan is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. In addition to his advisory role, he is involved in the sale of loan products and home security services 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 separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Andy Suh is a financial advisor at Primerica Advisors with Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Huntington Learning Center and PFS Investments Inc., alongside ongoing engagements with Ivy Test Prep and Primerica Financial Services. He also receives compensation for referrals related to home security and automation products through affiliates of his firm. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, employing model-driven investment strategies with support from third-party asset managers and custodians. The firm operates nationally with thousands of advisors and offices and manages approximately $15.5 billion in assets.

Beena Maharjan is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been associated with Primerica Advisors since 2000, with a brief period of unemployment from 2015 to 2025. Outside of advising, she 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, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities, providing a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.

Edward Book Jr. is a financial advisor with Primerica Advisors located in Oakland, NJ. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his advisory role, he held positions at Mondelez International and L’Oréal USA, and he serves in the Air Force. Outside of his advisory duties, he is a partner and owner of Alpha Investment Properties, LLC. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients through about 3,698 advisors. The firm relies on model-driven strategies created by unaffiliated managers and offers a range of portfolio options supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Fern Tamborra is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and 23 years of industry experience. Her career includes roles at Robert Half and Zonin Wealth Management, among others. Tamborra serves as a board member for the Biomedical Research & Education Foundation of Southern Arizona, which reviews human medical studies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Shanti Normil is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Primerica Advisors since 2013 and has additional experience with Primerica Financial Services beginning in 2012. Outside of advisory work, she is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers a wrap-fee asset management program that serves individual, corporate, and charitable clients, managing approximately $15.5 billion in assets. The firm uses model-driven investment strategies managed by unaffiliated asset managers and provides trade execution and custody support through well-known third-party providers.

Kimberly Dallon is a financial advisor with Primerica Advisors in Oakland, NJ, holding Series 63 and Series 65 licenses and having 17 years of industry experience. She has been with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. In addition to investment advising, she is involved in sales of loan products and home-related services through affiliates of her firm. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, offering model-based strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.