Rolling Meadows, IL 3701 W Algonquin Rd Suite 610 Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

2

Of 3,977 advisors across 1,250 offices

Location

3701 W Algonquin Rd, Suite 610

Rolling Meadows IL 60008

Advisors at this office

2

Advisors at this office

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Rupali A

Series 63, Series 65

Rolling Meadows, IL

Primerica Advisors

Rupali Agarwal is a financial advisor at Primerica Advisors with five years of industry experience and holds Series 63 and Series 65 licenses. She has been with Primerica Advisors since 2021 and is also the owner of TJ Outlet LLC, an online e-commerce business selling bullion, household items, and electronics. Prior to her current roles, she was self-employed in 2020 and has longstanding ties with Primerica Financial Services since 2005. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and offers discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Tamara F

Series 63, Series 65

Rolling Meadows, IL

Primerica Advisors

Tamara Fuhrman is a financial advisor with Primerica Advisors in Rolling Meadows, IL, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since the early 2000s. Outside of financial advising, she has served as a cantor for United Lutheran Church since 2016. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies developed by unaffiliated asset managers and offers a limited number of discretionary separately managed account options.

ESG / Sustainable investing Tax-loss harvesting Income planning
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