Anthony
Valencia
Pfs Investments Inc
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About this Advisor
Anthony Valencia is a financial advisor based in Bloomsburg, Pennsylvania, working with Pfs Investments Inc. Anthony has previously held positions at Citigroup Global Markets, Securities America, Inc, Securities America Advisors, Allstate Insurance Co, Valencia Insurance Agency LLC, Re/Max, Real People Realty, Valencia Insurance Partners Corporation, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Valencia Agency, LLC, Valencia Realty Of Chicago, LLC, Valencia Wealth Management, LLC, Valencia Enterprises, LLC, Primerica Financial Services, and Pfs Investments Inc. Anthony has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Anthony is part of Pfs Investments Inc, which operates out of Bloomsburg, Pennsylvania. 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
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Office Location
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Pfs Investments Inc Brokerage Details
$8,461,983,895
3,590
59,808
$141,486
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Anthony Valencia Work History
Pfs Investments Inc
Primerica Financial Services
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Valencia Realty Of Chicago, LLC
Valencia Wealth Management, LLC
Valencia Agency, LLC
Valencia Enterprises, LLC
Real People Realty
Valencia Insurance Partners Corporation
Allstate Insurance Co
Valencia Insurance Agency LLC
Re/Max
Citigroup Global Markets
Securities America, Inc
Securities America Advisors
Disclosures
Please visit the SEC profile of Anthony Valencia 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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