Andres Escobedo (CRD# 6758994) is an Investment Advisor Representative working at Pfg Advisors in Phoenix, AZ and has over 7 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America, Inc. | Phoenix, AZ | May 2024 - Current | < 1 |
Pfg Advisors | Phoenix, AZ | May 2024 - Current | < 1 |
Equitable Advisors, LLC | New York, NY | May 2017 - May 2024 | 7 |
Axa Advisors, LLC | New York, NY | May 2017 - Jun 2020 | 3 |
Smg (tucson Convention Center) | Tucson, AZ | Sep 2015 - Jul 2017 | 1 |
University Of Arizona | Tucson, AZ | Aug 2013 - May 2017 | 3 |
Next Externship Program | Tucson, AZ | Oct 2016 - Nov 2016 | < 1 |
Garcia's Mexican Restaurant | Chandler, AZ | May 2015 - Aug 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2017 |
- AZ
- OH
- TX
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Total Assets Under Management2,333MILLIONS
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Total Number of Accounts11,752ACCOUNTS
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Average Account Value$198,543
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
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