Santa Fe Springs, CA Leffingwell Rd Office

Kim Lam Long is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PFS Investments Inc. and Primerica Financial Services since 2010. Outside of his advisory role, he is involved in selling non-investment related products such as home security and automation services through affiliated companies. 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 offers model-based investment strategies supported by third-party asset managers and provides advisory services through a large network of financial advisors.

John Ong is a financial advisor with Primerica Advisors in Carson, CA, holding Series 63 and Series 65 designations and over 22 years of industry experience. He has been with Primerica Advisors since 2002 and has worked with Primerica Financial Services since 2000. In addition to his advisory role, he is involved in sales of loan products and home-related services 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 account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on non-institutional client portfolios.

Christine Stanley is a financial advisor with Primerica Advisors in Santa Fe Springs, CA. She holds Series 63 and Series 65 designations and has 39 years of industry experience, having worked with Primerica Financial Services and Primerica Advisors since 1986. In addition to her advisory role, she has involvement in sales of loan products and home-related 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 employs an operational model featuring tiered wrap fees and oversight of portfolio models.

Daniel Ruddock is a financial advisor with Primerica Advisors in Santa Fe Springs, CA, holding Series 63 and Series 65 designations and two years of industry experience. His work history includes positions at NeoGenomics, PFS Investments Inc., Primerica Financial Services, and Alcon Vision. He is involved in sales of investment-related products and receives compensation for referring home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by unaffiliated asset managers and supported by third-party custodians.

Allan Medrano is a financial advisor with Primerica Advisors in Whittier, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1996. Outside of advisory activities, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, featuring model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation and custody services provided by established industry partners.

Christian Ong is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and two years of industry experience. His work history includes roles at Primerica Advisors and Primerica Financial Services, as well as prior experience outside finance, including positions at Chick-fil-A and educational institutions. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors along with corporate and charitable clients. The firm manages approximately $15.5 billion in assets under management and utilizes model-delivery strategies developed by unaffiliated asset managers supported by BNY Mellon Advisors and Pershing for trade execution and custody.