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Jeffrey Hettinger

Primerica Advisors
30 Years of Experience
Atlanta, GA
1 DisclosureBroker
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Jeffrey Hettinger is a registered investment advisor at Primerica Advisors, based in Atlanta, GA, with 30 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.

Primerica Advisors
Compensation
Fee-Only (% of Portfolio)
Firm Size
3974 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.74%
$250K - $500K1.71%
$500K - $1.0M1.52%
$1.0M - $3.0M1.38%
$3.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+0.85%

Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Atlanta, GA

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History

Regulatory History (1)
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Judgment / Lien
August 2015
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Other Business Activities

Jeffrey was an associated person at Managed Capital Advisory, working as an independent contractor to acquire and maintain client futures trading accounts. This took a few hours per week, or about 10-20% of his time, until July 2015.

Employment History
Current Registrations
Primerica Advisors
March 2016 - Present · 10 yrs 7 mos
PFS Investments INC.
March 2016 - Present · 10 yrs 7 mos
PFS Investments INC.Broker
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Mutual Advisors, LLC
July 2013 - July 2015 · 2 yrs
Mutual Securities, INC.
November 2012 - July 2013 · 8 mos
Mutual Securities, INC.Broker
July 2012 - July 2015 · 3 yrs
Wedbush Securities INC.Broker
June 2007 - July 2012 · 5 yrs 1 mo
Brookstreet Securities CorporationBroker
March 2004 - June 2007 · 3 yrs 3 mos
Commonwealth Financial NetworkBroker
June 1999 - March 2004 · 4 yrs 9 mos
Dean Witter Reynolds INC.Broker
November 1995 - June 1999 · 3 yrs 7 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
April 1993 - June 1993 · 2 mos
State Registrations1 state
GA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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