PFG Advisors Employee Directory

Investment Management11-50 Employees

PFG Advisors is a comprehensive financial planning and wealth management firm. We work with individuals, families, business owners, and professionals in various stages of their financial lives. We seek to implement a disciplined financial planning process and customize strategies that will help our clients get on a track to achieve their financial objectives. These strategies may include asset accumulation or distribution planning, investment strategies, insurance planning, asset protection, and/or estate planning. Then, we work hand in hand with our clients to monitor and maintain their plans on an ongoing basis.

Find PFG Advisors employees' phone numbers or email addresses

PFG Advisors Global Highlights

Location
Employees

North America
14

Minus sign iconPlus sign icon
  • United States Of America
    14

Europe
1

Minus sign iconPlus sign icon
  • Netherlands
    1

PFG Advisors's Leadership

  • Stylized image of a person
    V. E.
    Advisor/Partner
    Phone icon
  • Stylized image of a person
    B. P.
    Partner
    Phone icon
  • Stylized image of a person
    S. M.
    Advisor And Partner
    Phone icon
  • Stylized image of a person
    T. M.
    Partner
    Phone icon
  • Stylized image of a person
    L. L. M.
    Principal
    Phone icon
  • Stylized image of a person
    B. L.
    Client Service Representative
    Phone icon
  • Stylized image of a person
    B. P.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    C. B.
    Paraplanner
    Phone icon

Contact profiles from PFG Advisors

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    K. R.
    Executive Assistant
    Phone icon
    United StatesTexas
    Oct 21, 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:

  • Advisor/Partner: V. E.
  • Partner: B. P.
  • Advisor And Partner: S. M.
  • Partner: T. M.
  • Principal: L. L. M.

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.