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Mckinley Hunter Mitchell

PFS Investments Inc.

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About Mckinley Hunter Mitchell

Mckinley Hunter Mitchell is a financial advisor with PFS Investments Inc. Mckinley has been in the industry since 2023 and has earned Series 63, 65, 26, 6TO and SIE licenses. Mckinley is also registered with the states of Arizona and Florida as a broker-dealer and with the state of Florida as an Investment Advisor. Mckinley has experience in various sectors. Mckinley is registered with PFS Investments Inc. This firm manages over $8.4 billion in assets under management.

Firm Information

Mckinley Mitchell 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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Mckinley Mitchell’s Registration & Firm History

FL

03/01/2024 - Present

PFS Investments Inc. (WINTER PARK FL)

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Licenses & Designations

BC

Issued 03/04/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/20/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/30/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/26/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mckinley Hunter Mitchell.
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