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Leliann Hicks

PFS Investments Inc.

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About Leliann Hicks

Leliann Hicks is an active investment advisor representative and registered representative in the state of Florida. Leliann has been in the securities industry since July 26, 2018. Leliann is currently employed with PFS Investments Inc. and is located at 12276 SAN JOSE BLVD STE 309 B-1 in Jacksonville, FL. Leliann's credentials include passing the Series 63, Series 65, and Series 26 exams. Leliann has been registered with the state of Florida since August 28, 2018. Leliann also has active registrations in the states of Georgia, New Jersey, New York, and North Carolina. Leliann has other business activities, including providing IT consulting services.

Firm Information

Leliann Hicks is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Leliann Hicks’s Registration & Firm History

FL

10/27/2021 - Present

PFS Investments Inc. (JACKSONVILLE FL)

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Licenses & Designations

IA

Issued 10/11/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/16/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/30/2020

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/27/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 8 public disclosures for Leliann Hicks. Review regulatory record here.
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