West Windsor, NJ Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

2

Of 3,966 advisors across 1,249 offices

Location

186 Princeton Hightstown Rd, Bldg 4 Ste 16

West Windsor NJ 08550

Advisors at this office

2

Advisors at this office

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Chunhua X

Series 63, Series 66

West Windsor, NJ

Primerica Advisors

Chunhua Xin is a financial advisor with Primerica Advisors in West Windsor, NJ, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Primerica, Xin has worked with firms including Merrill Lynch, Pierce, Fenner & Smith, Bank of America, and various financial and real estate companies. Xin is also involved with Faithful Financial, LLC. Primerica Advisors sponsors 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 entities. The firm utilizes model-delivery investment strategies managed by unaffiliated asset managers and supports its services with custody and execution partnerships.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Andrew T

Series 63, Series 65

West Windsor, NJ

Primerica Advisors

Andrew Tomasko is a financial advisor with Primerica Advisors in West Windsor, NJ, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1990 and 1991, respectively. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses an operational model focused on percentage-based wrap fees and independent due diligence.

ESG / Sustainable investing Tax-loss harvesting Income planning
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