PFG Advisors

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

8721 Milwaukee Ave Ste 400, Lubbock, Tex...

Phone Number

(806) 791-8555

Revenue

$8.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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About PFG Advisors

PFG Advisors is a collaborative financial advisory firm based in West Texas, specializing in comprehensive financial planning for families, businesses, and physicians. With over 220 years of combined expertise, they offer services including financial planning, risk management, business planning, retirement planning, wealth management, estate planning, executive benefits, and corporate retirement solutions. Their client-centric approach emphasizes objective guidance, relationship-building, and results-focused strategies tailored to individual needs. PFG Advisors serves clients primarily in Lubbock, Midland, and surrounding areas.Explore more
PFG Advisors's Social MediaPopular SearchesPFG AdvisorsPfg Advisors LLCPfgadvisorsThe Pf Group LLPPFG Advisors IncSIC Code 62,628NAICS Code 52,523Show more

PFG Advisors Org Chart

PhoneEmail
JD
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Executive Director, Insurance & Investment Se...

PhoneEmail
BL
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Director, Marketing

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VE
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Partner and Financial Advisor

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JE
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Advisor and Partner

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SM
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Managing Partner

PhoneEmail
BP
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Partner

PhoneEmail
LM
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Junior Analyst

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PS
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Financial Planner

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BR
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Sales & Financial Planning Assistant

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HP
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Financial Advisor

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MH
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Assistant To Brian

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BP
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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

PFG Advisors

$8.7M
11-50
Private
-
1999
JD
Justin DockreyExecutive Director, Insurance & Investment Services
$5.2M
11-50
Private
-
-
Thomas Ambrose, President, Chief Executive Officer at Ambrose Wealth Management
Thomas AmbrosePresident, CEO
<$5M
1-10
Private
<$5M
2005
N/A
<$5M
1-10
Private
<$5M
2014
<$5M
1-10
Private
-
2004
CS
Christina SimonManager, Client Relationship & Operations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2005
TK
Tricia KrietzbergPractice Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

PFG Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

PFG Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about PFG Advisors.

PFG Advisors Tech Stack

PFG Advisors News & Media

  • LPL Financial Welcomes Academy Financial and PFG Advisors

    SAN DIEGO, Aug. 21, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA) announced today that over 30 financial advisors with Academy Financial, Inc., and PFG Advisors have joined LPL Financial’s broker-dealer, RIA and custodial platforms. Collectively, they reported serving approximately $4 billion in advisory, brokerage and retirement plan assets* and join LPL from Lincoln Financial, now part of Osaic.
Read more news

Top Finance Companies

Frequently Asked Questions Regarding PFG Advisors

What is PFG Advisors's official website?
PFG Advisors's official website is www.advisorspfg.com
What is PFG Advisors's Revenue?
PFG Advisors's revenue is $8.7 Million
What is PFG Advisors's SIC code?
PFG Advisors's SIC: 62,628
What is PFG Advisors's NAICS code?
PFG Advisors's NAICS: 52,523
How many employees does PFG Advisors have?
PFG Advisors has 11-50 employees
What industry does PFG Advisors belong to?
PFG Advisors is in the industry of: Finance, Securities Trading
What is PFG Advisors competition?
PFG Advisors top competitors include: Ambrose Wealth Management, Krietzberg Wealth Management, Focus Financial Network, CD Wealth Management
What technology does PFG Advisors use?
Some of the popular technologies that PFG Advisors uses are: Google Website Translator, Google Universal Analytics, Cloudflare CDN, Squarespace Online Stores
How do I contact PFG Advisors?
PFG Advisors contact info: Phone number: (806) 791-8555 Website: www.advisorspfg.com
What does PFG Advisors do?

PFG Advisors is a collaborative financial advisory firm based in West Texas, specializing in comprehensive financial planning for families, businesses, and physicians. With over 220 years of combined expertise, they offer services including financial planning, risk management, business planning, retirement planning, wealth management, estate planni... ng, executive benefits, and corporate retirement solutions. Their client-centric approach emphasizes objective guidance, relationship-building, and results-focused strategies tailored to individual needs. PFG Advisors serves clients primarily in Lubbock, Midland, and surrounding areas.Read More

What are PFG Advisors social media links?
PFG Advisors Linkedin page PFG Advisors Facebook page
Is PFG Advisors a public company?
PFG Advisors is private company therefore does not currently have an official ticker symbol
See more information about PFG Advisors

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