Geneseo, IL Wolf Rd Office

Team
Updated today

Client AUM

$15,417,486,405

Clients

67,586

Advisors

3

Of 3,966 advisors across 1,249 offices

Location

12729 Wolf Rd, Ste A

Geneseo IL 61254

Advisors at this office

3

Advisors at this office

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Donald L

Series 63, Series 65

Geneseo, IL

Primerica Advisors

Donald Larson is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2014. Outside of his advisory role, Larson owns a construction business, Precision Construction, LLC, in Geneseo, Illinois. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily 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
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James P

Series 63, Series 65

Geneseo, IL

Primerica Advisors

James Price is a financial advisor with Primerica Advisors in Geneseo, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Primerica Advisors since 2014 and has prior experience at firms including Nationwide Travelers and Rasch Logistics. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliates of PFS Investments Inc. Primerica Advisors primarily serves individual investors and certain corporate and charitable clients through a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

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

Series 63, Series 65

Geneseo, IL

Primerica Advisors

Dale Giddings Jr. is a financial advisor with Primerica Advisors in Chillicothe, IL, holding Series 63 and Series 65 credentials and over 13 years of industry experience. He has worked with PFS Investments Inc. since 2012 and Primerica Financial Services since 2010. Outside of his advisory role, he is a partner in Marie Russell, LLC, a non-investment-related business based in San Antonio, TX. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities while operating under a tiered wrap-fee structure.

ESG / Sustainable investing Tax-loss harvesting Income planning
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