Columbia, IL Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

2

Of 3,977 advisors across 1,250 offices

Location

207 N Main St, Ste 214 C

Columbia IL 62236

Advisors at this office

2

Advisors at this office

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Cole P

Series 65, Series 63

Columbia, IL

Primerica Advisors

Cole Proffer is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has 16 years of industry experience and has been associated with PFS Investments Inc. and Primerica Financial Services since 2008 and 2009, respectively. In addition to investment services, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors manages 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 at scale with thousands of advisors and offices, offering model-driven investment strategies supported by third-party asset managers and custodians.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Julianne N

Series 65, Series 63

Columbia, IL

Primerica Advisors

Julianne Nelson is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having two years of industry experience. She has worked with PFS Investments Inc. since 2024 and Primerica Financial Services since 2023. Outside of her advisory roles, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm relies on model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

ESG / Sustainable investing Tax-loss harvesting Income planning
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