Azucena
Hinojosa Diosdado

Pfs Investments Inc

CRD#5644024
Investment Advisor
in Palm Springs, CA

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About this Advisor

Azucena Hinojosa Diosdado is a financial advisor operating out of Palm Springs, California with a total of 9 years of industry experience. Hinojosa Diosdado is an employee of Pfs Investments Inc. Hinojosa Diosdado has gained experience at Pfs Investments Inc, Primerica Financial Services, A Tree Of Knowledge Educational Services and Tax Prep. Hinojosa Diosdado maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in California. Pfs Investments Inc is a registered investment company headquartered in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 employees. It manages $7 billion in assets between its 56,552 accounts, placing it among the biggest firms in the nation by assets under management. The firm provides services to 36 charities and foundations. Of its 56,552 client accounts, just 1% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Pfs Investments Inc provides portfolio management for individuals and small businesses. A financial advisor's fee schedules typically vary depending on the financial services. However, fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

9 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

1111 Tahquitz Canyon Way #120
Palm Springs, CA 92262

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

CA Average: $3,570,121,308
Total Number of Employees

3,449

CA Average: 58
Total Number of Accounts

56,552

CA Average: 1,608
Average Account Size

$125,337

CA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Azucena Hinojosa Diosdado Work History

Azucena has been registered as a financial advisor for 9 years.*

2010 - Present (14 years)

Pfs Investments Inc

2008 - Present (16 years)

Primerica Financial Services

2017 - 2017 (< 1 year)

Tax Prep

2012 - 2016 (4 years)

A Tree Of Knowledge Educational Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Azucena Hinojosa Diosdado to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Francine Hollis
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Brett Sowers
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Bradley Geltzer
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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