Lee
Hitchcock

Pfs Investments Inc

CRD#1569427
Investment Advisor
in Fredericksburg, VA

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About this Advisor

Lee Hitchcock is a financial advisor working out of Fredericksburg, Virginia with a total of 7 years of relevant experience. Hitchcock is an employee of Pfs Investments Inc. Their career trajectory has included roles at Pfs Investments Inc, Spotsylvania County Schools and Primerica Financial Services. Hitchcock maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in Virginia. Pfs Investments Inc is a financial advisory company that has its headquarters in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 employees. It manages $7 billion in total assets among its 56,552 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 36 charities and foundations. Of its 56,552 accounts, just 1% are associated with high-net-worth investors who have at least $1 million in investable assets. Pfs Investments Inc provides portfolio management for individuals and small businesses. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fee types billed by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

12225 Amos Ln Ste 201
Fredericksburg, VA 22407

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

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

3,449

VA Average: 58
Total Number of Accounts

56,552

VA Average: 1,608
Average Account Size

$125,337

VA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Lee Hitchcock Work History

Lee has been registered as a financial advisor for 7 years.*

1991 - Present (33 years)

Primerica Financial Services

1986 - Present (38 years)

Pfs Investments Inc

2004 - 2015 (11 years)

Spotsylvania County Schools

*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 Lee Hitchcock 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

John Hemken
Brookfield, WI
Gregory Mays
Baton Rouge, LA
Dina Rubakha
Hiawatha, IA
Alvin Hirata
Aiea, HI
Robert Mciver
Suwanee, GA
Rachael Pope
Duluth, GA
Walter Mcnall
Clifton Park, NY
Bradley Geltzer
Orlando, FL

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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