Robert Pfahl (CRD# 2668961) is an Investment Advisor Representative working at Vicus Capital, Inc. in State College, PA and has over 28 years of experience in the finance industry. Robert Pfahl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1340988
J. W. Cole Advisors, Inc.
CRD# 1999758
Lpl Financial LLC
CRD# 6303745
Mcclarren Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Acorn Retirement Advisors, LLC | State College, PA | Jan 2022 - Current | 2 |
| Cetera Advisor Networks LLC | El Segundo, CA | Aug 2019 - Current | 4 |
| Vicus Capital, Inc. (formerly Pfg Financial Advisors) | State College, PA | Jul 2019 - Current | 4 |
| Robert Pfahl, Cfp | State College, PA | May 2021 - Apr 2024 | 2 |
| Unemployed | State College, PA | Jun 2019 - Jul 2019 | < 1 |
| Usi Consulting Group | Glastonbury, CT | May 2017 - Jun 2019 | 2 |
| Usi Securities | Glastonbury, CT | May 2017 - Jun 2019 | 2 |
| Usi Advisors | Glastonbury, CT | May 2017 - Jun 2019 | 2 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2013 - May 2017 | 3 |
| Vicus Capital, Inc. (formerly Pfg Financial Advisors) | State College, PA | Mar 2012 - May 2017 | 5 |
| The Hartman Group | State College, PA | Nov 2011 - May 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1995 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2012 |
- PA
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Total Assets Under Management2,255MILLIONS
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Total Number of Accounts8,430ACCOUNTS
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Average Account Value$267,441
- A percentage of assets under your management
- Hourly charges
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- Educational seminars/workshops
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