Kristian
Hall

Pfs Investments Inc

CRD#6954091
Investment Advisor
in Crofton, MD

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About this Advisor

Kristian Hall is a financial advisor based in Crofton, Maryland, working with Pfs Investments Inc. Kristian has previously held positions at Wells Fargo, Pfsi Investments Inc, Primerica Financial Services, Jpj Inc, Carroll Community College, and Towson University. Kristian has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Kristian is part of Pfs Investments Inc, which operates out of Crofton, Maryland. The firm has 1,704 offices and 3,590 employees. The firm manages assets totaling $8.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Pfs Investments Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2147 Priest Bridge Dr Ste 1
Crofton, MD 21114

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

MD Average: 58
Total Number of Accounts

59,808

MD Average: 1,608
Average Account Size

$141,486

MD Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Kristian Hall Work History

2018 - Present (6 years)

Wells Fargo

2018 - Present (6 years)

Pfsi Investments Inc

2018 - Present (6 years)

Primerica Financial Services

2011 - Present (13 years)

Jpj Inc

2015 - 2018 (3 years)

Towson University

2012 - 2014 (2 years)

Carroll Community College

Disclosures

Please visit the SEC profile of Kristian Hall 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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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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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