Valley Stream, NY East Sunrise Hwy Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

2

Of 3,977 advisors across 1,249 offices

Location

70 East Sunrise Hwy, Ste 500

Valley Stream NY 11581

Advisors at this office

2

Advisors at this office

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Godfrey J

Series 63

Valley Stream, NY

Primerica Advisors

Godfrey John is a financial advisor with Primerica Advisors in Valley Stream, NY, holding a Series 63 designation and 15 years of industry experience. He has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2009. Outside of his advisory role, he owns Integrated Technology Business Solutions and is involved with Chemma Consulting, Inc., both unrelated to investment management. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Debra G

Series 63

Valley Stream, NY

Primerica Advisors

Debra Greene is a financial advisor with Primerica Advisors, holding a Series 63 designation and 13 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2013. Outside of her advisory role, she is the owner and CEO of Greene Group LLC, a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

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