Pfg Private Wealth Management, LLC

Pfg Private Wealth Management, LLC (CRD# 282301) is a financial advisory firm headquartered in Lutz, FL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Pfg Private Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Robert M. Perry
CRD#: 1039834
18572 N. Dale Mabry Hwy, Lutz, FL 33548
96
Wealthminder
score

Robert Perry (CRD# 1039834) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 6 years of experience in the finance industry.

2
Joao A. Teixeira
CRD#: 5108172
18572 N. Dale Mabry Hwy, Lutz, FL 33548
96
Wealthminder
score

Joao Teixeira (CRD# 5108172) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 8 years of experience in the finance industry. Joao Teixeira 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.

3
Nicholas R. McDevitt
CRD#: 5433628
18572 N. Dale Mabry Hwy, Lutz, FL 33548
93
Wealthminder
score

Nicholas McDevitt (CRD# 5433628) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 8 years of experience in the finance industry.

4
Jeffrey D. Perry
CRD#: 3109224
18572 N. Dale Mabry Hwy, Lutz, FL 33548
93
Wealthminder
score

Jeffrey Perry (CRD# 3109224) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 18 years of experience in the finance industry.

5
Andrew J. Whitten
CRD#: 4548513
18572 N. Dale Mabry Hwy, Lutz, FL 33548
93
Wealthminder
score

Andrew Whitten (CRD# 4548513) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 7 years of experience in the finance industry.

6
James A. Serrano
CRD#: 2736701
18572 N. Dale Mabry Hwy, Lutz, FL 33548
90
Wealthminder
score

James Serrano (CRD# 2736701) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 20 years of experience in the finance industry.

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