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).

Current Firm Details
51 E. Campbell Ave., Suite 124, Campbell, CA 95008
http://www.pgrretirementplanservices.com
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 Creighton, financial advisor Campbell CA
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 Davey, financial advisor Worley ID
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 Parsons, financial advisor Campbell CA
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 Pihl, financial advisor Campbell CA
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 Roberts, financial advisor Campbell CA
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 20 years of experience in the finance industry.

6
Michael Roberts, financial advisor Campbell CA
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 8 years of experience in the finance industry.

7
Michael Rogers, financial advisor Campbell CA
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 12 years of experience in the finance industry.

8
James Service, financial advisor Campbell CA
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 Gutierrez, financial advisor Campbell CA
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 Roemers, financial advisor Campbell CA
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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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.

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