Hector
Villalona

Pfs Investments Inc

CRD#4895828
Investment Advisor
in Oakland, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Hector Villalona is a financial advisor working out of Oakland, New Jersey with 1 year of industry experience. Villalona is an advisor for Pfs Investments Inc. Villalona has gained experience at Primerica Financial Services and Pfs Investments Inc. Villalona holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Pfs Investments Inc is an advisory firm that has its headquarters in Duluth, GA. It has offices in 1,646 locations and a total of 3,449 employees. It handles $7 billion in assets among its 56,552 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 36 charities and foundations. Of its 56,552 accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. Financial management fee schedules typically depend on the services. Fees charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

169 Ramapo Valley Road Suite Ll106-D
Oakland, NJ 07436

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

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

3,449

NJ Average: 58
Total Number of Accounts

56,552

NJ Average: 1,608
Average Account Size

$125,337

NJ Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Hector Villalona Work History

Hector has been registered as a financial advisor for 1 years.*

2011 - Present (13 years)

Pfs Investments Inc

2003 - Present (21 years)

Primerica Financial 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 Hector Villalona 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

Walter Mcnall
Clifton Park, NY
Malkah Glasgow
Valley Stream, NY
Brett Sowers
Rochester, MI
Esther White
Avondale, AZ
Samantha Woodin
Sugar Grove, PA
Mary Schulz
West Chester, OH
Bradley Geltzer
Orlando, FL
Rachael Pope
Duluth, GA

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