Chunhua
Xin

Pfs Investments Inc

CRD#6791969
Investment Advisor
in Princeton Junction, NJ

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About this Advisor

Chunhua Xin is a financial advisor based in Princeton Junction, New Jersey, working with Pfs Investments Inc. Chunhua has previously held positions at Shanghai Insuring Co., LTD, Global General Lighting, Ada Wealth Management, Mml Investors Services, Massmutual, Globalink Securities Inc, Shanghai Broadway Vc Inc, Weidel Real Estate Corporation, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Globalink Securities, Inc, Coldwell Banker Realty, Transpacific Financial, Inc, Transglobal Advisory, LLC, Keller Williams Realty, Faithful Financial, LLC, Iams, Family First Funding, LLC, Primerica Financial Services, Pfs Investments Inc, Meadowbrook Mortgage Bankers, and East West Bank. Chunhua has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New Jersey. Currently, Chunhua is part of Pfs Investments Inc, which operates out of Princeton Junction, New Jersey. 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

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

186 Princeton-Hightstown Rd Bldg 4 Ste 16
Princeton Junction, NJ 08550

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$8,461,983,895

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

3,590

NJ Average: 58
Total Number of Accounts

59,808

NJ Average: 1,608
Average Account Size

$141,486

NJ Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Chunhua Xin Work History

2023 - Present (2 years)

Primerica Financial Services

2023 - Present (2 years)

Pfs Investments Inc

2023 - Present (2 years)

Meadowbrook Mortgage Bankers

2021 - Present (4 years)

Keller Williams Realty

2020 - Present (5 years)

Faithful Financial, LLC

2022 - 2023 (1 year)

East West Bank

2021 - 2023 (2 years)

Family First Funding, LLC

2020 - 2022 (2 years)

Globalink Securities, Inc

2020 - 2021 (1 year)

Coldwell Banker Realty

2020 - 2022 (2 years)

Transpacific Financial, Inc

2020 - 2022 (2 years)

Transglobal Advisory, LLC

2020 - 2023 (3 years)

Iams

2018 - 2018 (< 1 year)

Mml Investors Services

2018 - 2020 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2020 (2 years)

Bank Of America, N.A

2017 - 2018 (1 year)

Ada Wealth Management

2017 - 2018 (1 year)

Massmutual

2017 - 2018 (1 year)

Globalink Securities Inc

2017 - 2018 (1 year)

Weidel Real Estate Corporation

2013 - 2017 (4 years)

Global General Lighting

2004 - 2015 (11 years)

Shanghai Insuring Co., LTD

2004 - 2015 (11 years)

Shanghai Broadway Vc Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Chunhua Xin 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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The content in this profile was updated by SmartAsset on 6/19/2024. 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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