PFG Advisors Employee Directory

Investment Management11-50 Employees

PFG Advisors is a mid-sized financial planning and wealth management firm that provides comprehensive planning and investment advisory services. The firm serves individuals, families, business owners, and professionals at various stages of their financial lives, applying a disciplined planning process and customized strategies to help them reach their objectives. Its service scope includes asset accumulation and distribution planning, investment strategies, insurance planning, asset protection, and estate planning, with ongoing monitoring and adjustment.

Operating within the investment management industry, the firm emphasizes ongoing oversight to maintain clients' plans over time. More information can be found on its website at https://advisorspfg.com.

Find PFG Advisors employees' phone numbers or email addresses

PFG Advisors Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

Europe
1

Minus sign iconPlus sign icon
  • Netherlands
    1

PFG Advisors's Leadership

  • Stylized image of a person
    T. M.
    Partner
    Phone icon
  • Stylized image of a person
    D. Y.
    Clergy Financial Planner
    Phone icon
  • Stylized image of a person
    J. M.
    Technical Writer
    Phone icon
  • Stylized image of a person
    R. S.
    Registered Representative
    Phone icon

PFG Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from PFG Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. M.
    Partner
    Phone icon
    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    D. Y.
    Clergy Financial Planner
    Phone icon
    United StatesFlorida
    May 06, 2024
  • Stylized image of a person
    J. M.
    Technical Writer
    Phone icon
    United StatesPennsylvania
    Jul 08, 2024
  • Stylized image of a person
    R. S.
    Registered Representative
    Phone icon
    United StatesPennsylvania
    Jul 27, 2024

Frequently Asked Questions

What is PFG Advisors known for?

Minus sign iconPlus sign icon
PFG Advisors operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore PFG Advisors's company overview page for more information.

What is PFG Advisors's most common email format?

Minus sign iconPlus sign icon
PFG Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PFG Advisors email formats with LeadIQ.

How many employees does PFG Advisors have currently?

Minus sign iconPlus sign icon
PFG Advisors has approximately 11 employees as of August 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are PFG Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2025, PFG Advisors's key employees include:

  • Partner: T. M.
  • Clergy Financial Planner: D. Y.
  • Technical Writer: J. M.
  • Registered Representative: R. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.