Physician Family Financial Advisors Inc.

Physician Family Financial Advisors Inc. (CRD# 138433) is a financial advisory firm headquartered in Eugene, OR. They manage $90,223,703 in 353 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    353
    ACCOUNTS
  • Average Account Value
    $255,591
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

OR, TX

Financial Advisors at Physician Family Financial Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
James C. Tarvin
CRD#: 4415765
Ooltewah, TN
96
Wealthminder
score

James Tarvin (CRD# 4415765) is an Investment Advisor Representative working at Physician Family Financial Advisors Inc. in Ooltewah, TN and has over 17 years of experience in the finance industry. James Tarvin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William B. Utley
CRD#: 2547264
1053 High Street, Eugene, OR 97401
96
Wealthminder
score

William Utley (CRD# 2547264) is an Investment Advisor Representative working at Physician Family Financial Advisors Inc. in Eugene, OR and has over 23 years of experience in the finance industry. William Utley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kyle J. Hoelzle
CRD#: 6501467
1053 High Street, Eugene, OR 97401
89
Wealthminder
score

Kyle Hoelzle (CRD# 6501467) is an Investment Advisor Representative working at Physician Family Financial Advisors Inc. in Eugene, OR and has over 2 years of experience in the finance industry.

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