PFG ADVISORS
Address: 850 Cassatt Rd, Berwyn, PA 19312 Hours: Closed ⋅ Opens 8AM Tuesday8AM–6PMWednesday8AM–6PMThursday8AM–6PMFriday8AM–6PMSaturdayClosedSundayClosedMonday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (610) 727-4900: : Place name: Category: : Website: : : : Website: http://www.pfgadvisors.net/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of PFG Advisors Posting publicly on the Web Write a review Reviews 1 Google review
PFG ADVISORS List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PFG ADVISORS. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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14 PFG ADVISORS employees in database. Find out everything there's to know about PFG ADVISORS employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
PFG ADVISORS Employees
PFG Advisors January 2014 - Present
Rogers Wealth Group June 2013 - December 2013
SFMG Wealth Advisors May 2012 - August 2012
Bank of America August 2011 - February 2012
Education
Texas Tech University 2010 — 2013
Master of Science (M.S.), Personal Financial Planning, GPA - 3.9
Midwestern State University 2009 — 2011
Bachelor of Business Administration (B.B.A.), Finance, GPA - 3.7
University of North Texas 2007 — 2009
Finance
PFG Advisors 2011 - Present
American Bank of Commerce 2009 - 2011
Citi Global Wealth Management 2007 - 2009
Austin Asset Management 2004 - October 2007
Wells Fargo 2000 - 2004
Skills
Insurance, Retirement, Wealth Management, Retirement Planning, Strategic Financial..., Financial Services, Finance, Financial Advisory, Estate Planning, Employee Benefits
Education
St. Mary's University School of Law 1997 — 2000
JD
Texas Tech University 1991 — 1997
BA, Economics
Rain Maker Irrigation, L.L.P. April 2013 - Present
Summit Wealth Group January 2013 - March 2013
PFG Advisors February 2012 - December 2012
Sugar Brown's Coffee September 2009 - January 2012
United Supermarkets April 2005 - December 2008
Skills
Microsoft Office, Great People Skills, E-money, Volunteer Participation, Morningstar, Time Management
Education
Texas Tech University 2006 — 2012
Bachelor of Science (BS), Personal Financial Planning
Texas Tech University 2006 — 2012
Bachelor's Degree, Personal Financial Planning
Summit Wealth Group January 2013 - Present
PFG Advisors May 2011 - December 2012
SouthWEST Financial Group, a general agency of Massachusetts Mutual Life Insurance Company September 2009 - May 2011
City Bank August 2008 - September 2009
Skills
Customer Service, Retirement Planning, Wealth Management, Financial Accounting, Investments, Strategic Financial..., Estate Planning
Education
Texas Tech University 2010 — 2011
M.S., Personal Financial Planning
Texas Tech University - Rawls College of Business 2006 — 2009
B.B.A., International Business
PFG ADVISORS November 1996 - Present
Skills
Estate Planning, Financial Planning, Investment Advisory, Retirement Planning, Retirement Income..., Investments, Alternative Investment..., Wealth Preservation..., Wealth Transfer, Risk Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Succession Planning, Small Business, Asset Allocation, Series 6, Series 63, Series 65, Charitable Gift Planning, 401k, 401k Rollovers, Holistic Financial...
Education
Texas Tech University
Bachelor of Arts (B.A.), Political Science
The American College
Lubbock High School
Pioneer Wealth Solutions January 2015 - Present
Cumberland Trust and Investment Company June 2013 - December 2014
PFG Advisors February 2012 - May 2013
MassMutual Insurance Group/ SouthWEST Financial Group June 2011 - February 2012
Barnes & Noble College Booksellers, Inc June 2009 - May 2011
OfficeMax, Inc December 2007 - May 2009
Education
Texas Tech University 2010 — 2013
Bachelor's degree
Weber State University 2004 — 2005
Weber High School
True North Advisors November 2014 - Present
Strategic Financial Planning, Inc. February 2014 - September 2014
PFG Advisors February 2013 - June 2013
Raymond James Financial Inc. September 2008 - May 2010
American State Bank July 2007 - September 2008
Community Bank/Bank of America March 2003 - March 2004
Education
Texas Tech University 2011 — 2013
Bachelor's of Science, Personal Financial Planning, 4.0 Summa Cum Laude
PFG Advisors November 2012 - Present
Hanson & Bowen Real Estate LLC October 2010 - Present
Skills
Real Estate, REO, Investment Properties, First Time Home Buyers, Short Sales, Investments, Real Estate Transactions, Commercial Real Estate, Residential Homes, Negotiation, Customer Service, Financial Analysis, Strategic Financial..., Sales, Loans, Property Management, Retirement Planning, Risk Management
Education
Texas Tech University 2010 — 2012
Masters, Personal Financial Planning
Texas Tech University 2010 — 2012
Master of Business Administration (MBA)
Utah State University 2005 — 2008
Bachelor's of Science, Business Finance
PFG Advisors September 2007 - Present
Education
Villanova University School of Law
Master of Laws (LLM), Taxation
George Mason University School of Law
Juris Doctor
PFG Advisors May 2010 - Present
PFG Advisors October 2008 - May 2010
Skills
Retirement, Financial Services, Business Continuity..., Wealth Management, Series 7, Estate Planning, Fixed Annuities
Education
Texas Tech University 2006 — 2010
Bachelor of Science, Personal Financial Planning
Texas Tech University 2006 — 2010
B.S. Personal Financial Planning, Personal Financial Planning
PFG Advisors February 2009 - Present
Education
Bowling Green State University
PFG Advisors June 2005 - Present
Lincoln Financial Distributors March 2001 - May 2005
Skills
Series 7, Series 63, Series 6, Series 65, Life & Health Insurance..., Investments, Estate Planning, Retirement Planning, Qualified Retirement...
Education
Bloomsburg University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.)
Downingtown High School 1988 — 1990
Exelis July 2014 - May 2015
PFG Advisors May 2012 - August 2012
Education
Temple University - James E. Beasley School of Law 2015 — 2018
Juris Doctor (J.D.)
Penn State University 2010 — 2014
Bachelor's Degree