Pgr Solutions, LLC

Pgr Solutions, LLC (CRD# 119490) is a financial advisory firm headquartered in Campbell, CA. They manage $683,926,409 in 853 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    684
    MILLION
  • Total Number of Accounts
    853
    ACCOUNTS
  • Average Account Value
    $801,789
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, FL, ID, NE, OR, TN, TX, VA, WA

Financial Advisors at Pgr Solutions, LLC
Showing 1 - 10 of 16 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
51 E. Campbell Ave., Suite 124, Campbell, CA 95008
93
Wealthminder
score

Douglas Davey (CRD# 5628072) is an Investment Advisor Representative working at Pgr Solutions, LLC in Campbell, CA and has over 9 years of experience in the finance industry.

3
Bryan D. Gutierrez
CRD#: 5951048
51 E. Campbell Ave., Suite 124, Campbell, CA 95008
93
Wealthminder
score

Bryan Gutierrez (CRD# 5951048) is an Investment Advisor Representative working at Pgr Solutions, LLC in Campbell, CA and has over 6 years of experience in the finance industry.

4
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 12 years of experience in the finance industry.

5
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 27 years of experience in the finance industry.

6
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.

7
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.

8
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.

9
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.

10
Ava L. Carnevale
CRD#: 6475455
1101 Investment Blvd., Suite 125, El Dorado Hills, CA 95762
88
Wealthminder
score

Ava Carnevale (CRD# 6475455) is an Investment Advisor Representative working at Pgr Solutions, LLC in El Dorado Hills, CA and has 1 year of experience in the finance industry.

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