Jeffrey Pifer, financial advisor Sarver PA

Jeffrey Pifer

CRD Number: 3254957
Current Firm: Tlg Advisors, Inc.

Jeffrey Pifer (CRD# 3254957) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Sarver, PA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Pifer Financial Group Sarver, PA Oct 2022 - Current 1
The Leaders Group Inc. Littleton, CO Oct 2022 - Current 1
Woodbury Financial Services, Inc. Sarver, PA Dec 2012 - Oct 2022 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey E. Pifer
Phone Number: 888-371-0013
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,661
    MILLIONS
  • Total Number of Accounts
    5,935
    ACCOUNTS
  • Average Account Value
    $279,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY

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