Angela
Caballero

Pfg Advisors

CRD#3250287
Investment Advisor
in Tucson, AZ

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About this Advisor

Angela Caballero is a financial advisor based in Tucson, Arizona, working with Pfg Advisors. Angela has previously held positions at Lpl Financial, Horizon Financial Group, LLC, Cwm, LLC, Cetera Advisor Networks, LLC, Ascension College Planning, LLC, Securities America, Inc, Osaic Wealth, Inc, Pfg Advisors, Ashton Thomas Private Wealth, LLC, Ashton Thomas Insurance Agency, and M. S. Howells & Co. Angela has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Angela is part of Pfg Advisors, which operates out of Tucson, Arizona. The firm has 131 offices and 115 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Pfg Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2500 E 22Nd St
Tucson, AZ 85713

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Pfg Advisors Brokerage Details

Total Assets Under Management

$2,333,278,575

AZ Average: $1,555,372,352
Total Number of Employees

115

AZ Average: 37
Total Number of Accounts

11,752

AZ Average: 1,370
Average Account Size

$198,543

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Angela Caballero Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2021 - Present (3 years)

Securities America, Inc

2021 - Present (3 years)

Pfg Advisors

2020 - 2021 (1 year)

Ascension College Planning, LLC

2019 - 2020 (1 year)

M. S. Howells & Co

2018 - 2020 (2 years)

Ashton Thomas Private Wealth, LLC

2018 - 2020 (2 years)

Ashton Thomas Insurance Agency

2017 - 2018 (1 year)

Cetera Advisor Networks, LLC

2015 - 2018 (3 years)

Cwm, LLC

2009 - 2017 (8 years)

Lpl Financial

2009 - 2017 (8 years)

Horizon Financial Group, LLC

Disclosures

Please visit the SEC profile of Angela Caballero to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pfg Advisors

Andrew Van Dyke
Eagle, ID
Robert Van Allen
Tempe, AZ
Eric Stelnick
Valencia, CA
Chad Walker
Phoenix, AZ
Ramona Maior
Phoenix, AZ
Andrew Johnson
Gilbert, AZ
Timothy Mansell
Alameda, CA
John Griffith
Eugene, OR

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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