Pgr Solutions, LLC

Pgr Solutions, LLC (CRD# 119490) is a financial advisory firm headquartered in Campbell, CA. They manage $534,113,958 in 907 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    534
    MILLION
  • Total Number of Accounts
    907
    ACCOUNTS
  • Average Account Value
    $588,880
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

AK, AZ, CA, CO, FL, ID, NE, NV, OR, TN, TX, VA, WA

Financial Advisors at Pgr Solutions, LLC
Showing 1 - 10 of 15 top financial advisors.
1
Robin F. Creighton
CRD#: 733100
51 E. Campbell Ave., Suite 124, Campbell, CA 95008
93
Wealthminder
score

Robin Creighton (CRD# 733100) is an Investment Advisor Representative working at Pgr Solutions, LLC in Campbell, CA and has over 12 years of experience in the finance industry.

2
Douglas H. Davey
CRD#: 5628072
Worley, ID
93
Wealthminder
score

Douglas Davey (CRD# 5628072) is an Investment Advisor Representative working at Pgr Solutions, LLC in Worley, ID and has over 8 years of experience in the finance industry.

3
Jacob R. Parsons
CRD#: 5086534
51 E. Campbell Ave., Suite 124, Campbell, CA 95008
93
Wealthminder
score

Jacob Parsons (CRD# 5086534) is an Investment Advisor Representative working at Pgr Solutions, LLC in Campbell, CA and has over 11 years of experience in the finance industry.

4
John W. Pihl
CRD#: 363519
51 E. Campbell Ave., Suite 124, Campbell, CA 95008
93
Wealthminder
score

John Pihl (CRD# 363519) is an Investment Advisor Representative working at Pgr Solutions, LLC in Campbell, CA and has over 26 years of experience in the finance industry.

5
David E. Roberts
CRD#: 819616
51 E. Campbell Ave., Suite 124, Campbell, CA 95008
93
Wealthminder
score

David Roberts (CRD# 819616) is an Investment Advisor Representative working at Pgr Solutions, LLC in Campbell, CA and has over 21 years of experience in the finance industry.

6
Michael L. Roberts
CRD#: 5410651
51 E. Campbell Ave., Suite 124, Campbell, CA 95008
93
Wealthminder
score

Michael Roberts (CRD# 5410651) is an Investment Advisor Representative working at Pgr Solutions, LLC in Campbell, CA and has over 9 years of experience in the finance industry.

7
Michael W. Rogers
CRD#: 2419547
51 E. Campbell Ave., Suite 124, Campbell, CA 95008
93
Wealthminder
score

Michael Rogers (CRD# 2419547) is an Investment Advisor Representative working at Pgr Solutions, LLC in Campbell, CA and has over 13 years of experience in the finance industry.

8
James E. Service
CRD#: 2634748
51 E. Campbell Ave., Suite 124, Campbell, CA 95008
93
Wealthminder
score

James Service (CRD# 2634748) is an Investment Advisor Representative working at Pgr Solutions, LLC in Campbell, CA and has over 22 years of experience in the finance industry.

9
Bryan D. Gutierrez
CRD#: 5951048
51 E. Campbell Ave., Suite 124, Campbell, CA 95008
90
Wealthminder
score

Bryan Gutierrez (CRD# 5951048) is an Investment Advisor Representative working at Pgr Solutions, LLC in Campbell, CA and has over 5 years of experience in the finance industry.

10
Kelly L. Roemers
CRD#: 4387930
51 E. Campbell Ave., Suite 124, Campbell, CA 95008
90
Wealthminder
score

Kelly Roemers (CRD# 4387930) is an Investment Advisor Representative working at Pgr Solutions, LLC in Campbell, CA and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.