PFG ADVISORS

Description

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

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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

Employee
Years
Job
Industry
Kyla Whittley Kyla Whittley Lubbock, Texas Details
Kyla Whittley's PFG ADVISORS Experience January 2014 - Present
Job Paraplanner at PFG Advisors
Industry Financial Services
Experience
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

Doug Naegele, JD*, CFP® Doug Naegele, JD*, CFP® Lubbock, Texas Area Details
Doug Naegele, JD*, CFP®'s PFG ADVISORS Experience 2011 - Present
Job Financial Advisor at PFG Advisors
Industry Investment Management
Experience
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

Kevin Hardegree Kevin Hardegree Lubbock, Texas Details
Kevin Hardegree's PFG ADVISORS Experience February 2012 - December 2012
Job Management
Industry Financial Services
Experience
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

Emily Biehler, CFP®, AIF® Emily Biehler, CFP®, AIF® Lubbock, Texas Details
Emily Biehler, CFP®, AIF®'s PFG ADVISORS Experience May 2011 - December 2012
Job Financial Planner at Summit Wealth Group
Industry Financial Services
Experience
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

Scott Maples, CLTC, SpecialCare Planner Scott Maples, CLTC, SpecialCare Planner Lubbock, Texas Details
Scott Maples, CLTC, SpecialCare Planner's PFG ADVISORS Experience November 1996 - Present
Job Advisor/Partner at PFG ADVISORS
Industry Financial Services
Experience
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

Jacob Storey Jacob Storey Austin, Texas Area Details
Jacob Storey's PFG ADVISORS Experience February 2012 - May 2013
Job Director of Client Operations at Pioneer Wealth Solutions
Industry Financial Services
Experience
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

Alesha Isaacs Alesha Isaacs Dallas/Fort Worth Area Details
Alesha Isaacs's PFG ADVISORS Experience February 2013 - June 2013
Job Client Services Associate at True North Advisors
Industry Financial Services
Experience
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

Cameron Bowen Cameron Bowen Lubbock, Texas Area Details
Cameron Bowen's PFG ADVISORS Experience November 2012 - Present
Job Paraplanner at PFG Advisors
Industry Real Estate
Experience
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

John J. Coll, Jr., JD*, LLM John J. Coll, Jr., JD*, LLM Berwyn, Pennsylvania Details
John J. Coll, Jr., JD*, LLM's PFG ADVISORS Experience September 2007 - Present
Job Advisor Representative, PFG Advisors
Industry Financial Services
Experience
PFG Advisors   September 2007 - Present

Education
Villanova University School of Law
Master of Laws (LLM), Taxation

George Mason University School of Law
Juris Doctor

Jeffrey Zamora Jeffrey Zamora Lubbock, Texas Area Details
Jeffrey Zamora's PFG ADVISORS Experience May 2010 - Present
Job Financial Advisor at PFG Advisors
Industry Financial Services
Experience
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

Carol Rhines Carol Rhines United States Details
Carol Rhines's PFG ADVISORS Experience February 2009 - Present
Job
Industry
Experience
PFG Advisors   February 2009 - Present

Education
Bowling Green State University

Scott Swinehart Scott Swinehart Greater Philadelphia Area Details
Scott Swinehart's PFG ADVISORS Experience June 2005 - Present
Job Financial Planner at PFG Advisors
Industry Financial Services
Experience
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

Nicholas Elia Nicholas Elia Greater Philadelphia Area Details
Nicholas Elia's PFG ADVISORS Experience May 2012 - August 2012
Job J.D. Candidate at Temple University
Industry Law Practice
Experience
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