Hubbard
Burgess

Pfs Investments Inc

CRD#4097036
Investment Advisor
in Southaven, MS

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Hubbard Burgess is a financial advisor based out of Southaven, Mississippi who has 4 years of relevant experience. Burgess currently works for Pfs Investments Inc. Burgess has gained experience at Pfs Investments Inc, Primerica Financial Services, Retired/Unemployed, Internal Revenue Service and Edward Jones. Burgess has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to advise clients in Mississippi. Pfs Investments Inc is a financial advisory business that has its headquarters in Duluth, GA. The investment advisory business has offices in 1,646 locations and a total of 3,449 advisors. It manages $7 billion in total assets among its 56,552 client accounts, placing it among the biggest firms in the nation by assets under management. The firm provides financial advice to 36 charitable organizations. Of its 56,552 accounts, just 1% belong to high-net-worth investors who have at least $1 million in assets available to invest. Pfs Investments Inc provides portfolio management for individuals and small businesses. Financial management fee schedules typically vary depending on the type of services provided. Fees billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

885 Ferncliff Dr Ste 1
Southaven, MS 38671

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

MS Average: 58
Total Number of Accounts

56,552

MS Average: 1,608
Average Account Size

$125,337

MS Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Hubbard Burgess Work History

Hubbard has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Pfs Investments Inc

1997 - Present (27 years)

Primerica Financial Services

2018 - 2018 (< 1 year)

Retired/Unemployed

2018 - 2018 (< 1 year)

Edward Jones

1988 - 2018 (30 years)

Internal Revenue Service

*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 Hubbard Burgess to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Primerica Advisors

Mary Schulz
West Chester, OH
Hylton Davis
Orlando, FL
Samantha Woodin
Sugar Grove, PA
Dina Rubakha
Hiawatha, IA
Christopher Tiano
Albuquerque, NM
David Johnstun
Houston, TX
Brett Sowers
Rochester, MI
Walter Mcnall
Clifton Park, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started