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Victoria Leonard

PFS Investments Inc.

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About Victoria Leonard

Victoria Leonard is a registered investment advisor representative with PFS Investments Inc. Victoria has been in the financial services industry since 1987 and has experience working for several firms, including Merrill Lynch, Smith Barney Inc., and UBS Financial Services Inc. Victoria holds several licenses and registrations, including Series 3, 7, 63 and 65. Victoria specializes in working with individuals and offers a range of investment-related services, including portfolio management. Victoria also provides investment-related services to charitable organizations and corporations.

Firm Information

Victoria Leonard 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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Victoria Leonard’s Registration & Firm History

CA

05/10/2012 - Present

PFS Investments Inc. (SAN DIEGO CA)

TX

01/11/2011 - 05/09/2011

TRANSCEND CAPITAL (AUSTIN TX)

NY

05/08/2009 - 11/19/2010

BLACKBOOK CAPITAL LLC (JERICHO NY)

NY

07/29/2008 - 03/11/2009

PARKER FINANCIAL CORP. (VALLEY COTTAGE NY)

CA

01/28/2000 - 08/21/2007

UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)

NY

07/15/1996 - 02/01/2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

07/31/1993 - 08/01/1996

SMITH BARNEY INC. (NEW YORK NY)

NY

07/02/1987 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

05/21/1987 - 06/24/1987

THE STUART-JAMES COMPANY, INC.

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Licenses & Designations

IA

Issued 08/07/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/30/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/24/1987

Series 3 - National Commodity Futures Examination

BC

Issued 05/16/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Victoria Leonard. Review regulatory record here.
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