Pfg

Finance · Pennsylvania, United States · 51-200 Employees

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Overview

Headquarters

476 Rolling Ridge Dr Ste 333, State Coll...

Phone Number

(800) 822-0645

Revenue

$20.7 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Dec
Jan
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May
ZI Rank
2
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2
1
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1

About Pfg

PFG is a national financial services company headquartered in State College, Pennsylvania, that has served the financial advisory industry since 1960. The firm manages $4.24 billion in advisory, brokerage, and directly held assets and operates as an Independent Producer Group dedicated to supporting the success of independent financial professionals. PFG's core business model centers on providing comprehensive support services to its network of financial advisors, with a focus on enabling practitioners to concentrate on client relationships while the firm handles operational and administrative functions. The company offers a full suite of services designed to help financial advisors build and grow their practices, including planning resources, operational support, and access to the firm's experienced staff and institutional expertise. PFG positions itself as a partner committed to financial advisor success, emphasizing its ability to provide the talent, resources, and experience necessRead more
Pfg's Social MediaPopular SearchesPfgPFG Wealth Planning Group LLCPFG IncPfg Producer LLCjohnjsulick.comSIC Code 62,628NAICS Code 52,523Show more

Pfg Org Chart

Edward Dare, President & Chief Executive Officer at Pfg
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President & Chief Executive Officer

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VD
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Chief Financial Officer

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TV
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Risk Management Relationship Manager

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RM
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Manager, Wealth

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JS
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Senior Portfolio Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Pfg

$20.7M
51-200
Private
-
1960
Edward Dare, President & Chief Executive Officer at Pfg
Edward DarePresident & CEO
$58.1M
51-200
Private
<$5M
2010
AW
Alan WakerVice President
$25.8M
11-50
Private
-
1990
Scott Sparks, President & Chief Executive Officer at Sparks Financial
Scott SparksPresident & CEO
$16.7M
51-200
Private
<$5M
1969
JS
Jennifer SoltisChief Compliance Officer
$15.4M
51-200
Private
-
2009
DM
Danny MarkhamSenior Founding Partner
<$5M
51-200
Private
-
1997
<$5M
51-200
Private
<$5M
1968
JG
John GallagherVice President & Director
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Pfg Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Pfg

What is Pfg's official website?
Pfg's official website is www.pfginc.com
What is Pfg's Revenue?
Pfg's revenue is $20.7 Million
What is Pfg's SIC code?
Pfg's SIC: 62,628
What is Pfg's NAICS code?
Pfg's NAICS: 52,523
How many employees does Pfg have?
Pfg has 51-200 employees
What industry does Pfg belong to?
Pfg is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Pfg competition?
Pfg top competitors include: DH Hill Advisors, Foster & Associates, Sparks Financial, Vantage Financial Group
What technology does Pfg use?
Some of the popular technologies that Pfg uses are: reCAPTCHA, Cloudflare Website Optimization, Sentry, Cloudflare CDN
Who is the CFO of Pfg?
Pfg's CFO is Van David
How do I contact Pfg?
Pfg contact info: Phone number: (800) 822-0645 Website: www.pfginc.com
What does Pfg do?

PFG is a national financial services company headquartered in State College, Pennsylvania, that has served the financial advisory industry since 1960. The firm manages $4.24 billion in advisory, brokerage, and directly held assets and operates as an Independent Producer Group dedicated to supporting the success of independent financial professional... s. PFG's core business model centers on providing comprehensive support services to its network of financial advisors, with a focus on enabling practitioners to concentrate on client relationships while the firm handles operational and administrative functions. The company offers a full suite of services designed to help financial advisors build and grow their practices, including planning resources, operational support, and access to the firm's experienced staff and institutional expertise. PFG positions itself as a partner committed to financial advisor success, emphasizing its ability to provide the talent, resources, and experience necessary to help independent practitioners scale their operations and increase financial freedom. The firm's service offerings span advisory services, financial planning, brokerage capabilities, and securities offerings, with registered representatives operating through Cetera Advisor Networks LLC and advisory services provided through Vicus Capital, Inc., a federally registered investment advisor. By building its service infrastructure around the specific needs and pain points of independent financial professionals, PFG has established itself as a reliable partner for advisors seeking institutional support, compliance infrastructure, and business development resources. The company's longevity in the market since 1960 and its substantial asset base under management reflect its sustained credibility and the trust independent financial professionals place in its platform and support capabilities.Read More

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

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