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).

Current Firm Details
18572 N. Dale Mabry Hwy, Lutz, FL 33548
https://www.facebook.com/pfgprivatewealth
By the Numbers
  • Total Assets Under Management
    204
    MILLION
  • Total Number of Accounts
    971
    ACCOUNTS
  • Average Account Value
    $209,816
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
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, LA, NC, NY, TX, VA

Financial Advisors at Pfg Private Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Nicholas McDevitt, financial advisor Lutz FL
Nicholas R. McDevitt
CRD#: 5433628
18572 N. Dale Mabry Hwy, Lutz, FL 33548

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.

2
Jeffrey Perry, financial advisor Lutz FL
Jeffrey D. Perry
CRD#: 3109224
18572 N. Dale Mabry Hwy, Lutz, FL 33548

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.

3
Robert Perry, financial advisor Lutz FL
Robert M. Perry
CRD#: 1039834
18572 N. Dale Mabry Hwy, Lutz, FL 33548

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.

4
James Serrano, financial advisor Lutz FL
James A. Serrano
CRD#: 2736701
18572 N. Dale Mabry Hwy, Lutz, FL 33548

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.

5
Joao Teixeira, financial advisor Lutz FL
Joao A. Teixeira
CRD#: 5108172
18572 N. Dale Mabry Hwy, Lutz, FL 33548

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.

6
Andrew Whitten, financial advisor Lutz FL
Andrew J. Whitten
CRD#: 4548513
18572 N. Dale Mabry Hwy, Lutz, FL 33548

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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