Pfg Private Wealth Management, LLC
Pfg Private Wealth Management, LLC (CRD# 282301) is a financial advisory firm headquartered in Lutz, FL. They manage $203,731,251 in 971 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management204MILLION
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Total Number of Accounts971ACCOUNTS
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Average Account Value$209,816
- 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
- Educational seminars/workshops
FL, GA, LA, NC, NY, TX, VA
Nicholas McDevitt (CRD# 5433628) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 15 years of experience in the finance industry.
Jeffrey Perry (CRD# 3109224) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 25 years of experience in the finance industry.
Robert Perry (CRD# 1039834) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 14 years of experience in the finance industry.
James Serrano (CRD# 2736701) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 27 years of experience in the finance industry.
Joao Teixeira (CRD# 5108172) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 15 years of experience in the finance industry.
Andrew Whitten (CRD# 4548513) is an Investment Advisor Representative working at Pfg Private Wealth Management, LLC in Lutz, FL and has over 15 years of experience in the finance industry.