Springfield, VA Office

Thienkim Trinh is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been associated with PFS InvestmentS Inc and Primerica Financial Services since 1997. In addition to advisory work, she is involved in sales of investment-related and home-related products through affiliated companies. Primerica Advisors is a large-scale firm serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program primarily based on model-delivery strategies managed by unaffiliated asset managers.

Kevin Mccall is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 65 and Series 63 licenses and with 11 years of industry experience. His work history includes roles at American Color and Virginia Canopy Tours. He is also involved in the sale of non-investment related products, including home security and automation services through affiliated companies. Primerica Advisors is a large institutional firm that serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program relying mainly on model-delivery strategies from unaffiliated asset managers, supported by custodial and trade execution services.

Jimmy Coates is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 13 years of industry experience. His professional background includes roles at companies such as Radiance Technologies, Inc., Sentry Security International, and Caci. In addition to his advisory work, he is involved in sales of loan products and referrals for home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies primarily for non-institutional investors. The firm operates at scale with thousands of advisors and offices, utilizing third-party asset managers and custodians to deliver its advisory services.

Juan Uribe is a financial advisor with Primerica Advisors in Springfield, VA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of his advisory role, he 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, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and offers a wrap-fee structure with an operational model that includes ongoing oversight of manager selection.

Kyle Bell is a financial advisor with Primerica Advisors in Springfield, VA, holding a Series 66 license and 16 years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, alongside service in the Army National Guard and Kansas Army National Guard. Outside of advisory work, he is involved with St. Barbara LLC in Arlington, Virginia. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates through a large network of advisors who utilize model-delivery strategies managed by third-party asset managers, supported by Pershing for custody and trade execution.

Aurora Mcnear is a financial advisor with Primerica Advisors in Alexandria, VA, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of her advisory role, Mcnear is President and CEO of Global Recruitment LLC, a business that recruits international teachers. 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 account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.