Rachel
Hendricks

Pfs Investments Inc

CRD#5700969
Investment Advisor
in Middletown, NY

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About this Advisor

Rachel Hendricks is a financial advisor who works out of Middletown, New York with 2 years of relevant experience. Hendricks is an advisor for Pfs Investments Inc. During their career, the advisor has held roles at Pfs Investments Inc, Schneider & Dodsworth, Primerica Financial Services, Frank Crum Inc (Orc Inc), Newton First United Methodist Church, Faith A. Ullmann & Associates LLC, Milford Township and Sussex County Association Of Realty. Hendricks maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in New York. Pfs Investments Inc is an advisory company that has its headquarters in Duluth, GA. The firm has offices in 1,646 locations and a total of 3,449 financial advisors. It has $7 billion in total assets among its 56,552 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 36 charitable organizations. Of its 56,552 customer accounts, just 1% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers portfolio management for individuals and small businesses. Financial advisory fee schedules depend on which service is provided. Fees charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

19 Dewitt St
Middletown, NY 10940

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

NY Average: 58
Total Number of Accounts

56,552

NY Average: 1,608
Average Account Size

$125,337

NY Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Rachel Hendricks Work History

Rachel has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Milford Township

2009 - Present (15 years)

Pfs Investments Inc

2008 - Present (16 years)

Primerica Financial Services

2018 - 2023 (5 years)

Faith A. Ullmann & Associates LLC

2017 - 2018 (1 year)

Newton First United Methodist Church

2016 - 2016 (< 1 year)

Frank Crum Inc (Orc Inc)

2012 - 2015 (3 years)

Schneider & Dodsworth

2012 - 2015 (3 years)

Sussex County Association Of Realty

*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 Rachel Hendricks 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 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.

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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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