Pgp Wealth Services, LLC

Pgp Wealth Services, LLC (CRD# 151373) is a financial advisory firm headquartered in , . They manage $83,122,000 in 49 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $1,696,367
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA

Financial Advisors at Pgp Wealth Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Troy R. Peterson
CRD#: 5709648
Burbank, CA

Troy Peterson (CRD# 5709648) is an Investment Advisor Representative working at Pgp Wealth Services, LLC in Burbank, CA and has 1 year of experience in the finance industry.

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