Darin
Bourgeois

Pfg Advisors

CRD#2954279
Investment Advisor
in Phoenix, AZ

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About this Advisor

Darin Bourgeois is a financial advisor based in Phoenix, Arizona, working with Pfg Advisors. Darin has previously held positions at Dvvv LLC, Real Estate Property Management, Foothill Securities, Inc, Cue Financial Group, Inc, Real Estate Sales, Securities America, Inc, Osaic Wealth, Inc, and Pfg Advisors, LLC. Darin has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Darin is part of Pfg Advisors, which operates out of Phoenix, 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 66

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

3200 N. Central Ave Suite #200
Phoenix, AZ 85012

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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

Darin Bourgeois Work History

2024 - Present (0 year)

Osaic Wealth, Inc

2018 - Present (6 years)

Pfg Advisors, LLC

2016 - Present (8 years)

Securities America, Inc

2013 - Present (11 years)

Dvvv LLC, Real Estate Property Management

2005 - Present (19 years)

Real Estate Sales

2009 - 2016 (7 years)

Foothill Securities, Inc

2004 - 2018 (14 years)

Cue Financial Group, Inc

Disclosures

Please visit the SEC profile of Darin Bourgeois 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

Bridgette Gavagan
Glendale, AZ
Heather Metcalf
Springfield, OR
Thomas Green
Austin, TX
Eric Stelnick
Valencia, CA
John Griffith
Eugene, OR
Tyler Grantham
Phoenix, AZ
Chad Walker
Phoenix, AZ
Andrew Johnson
Gilbert, AZ

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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