Gregory
Linnebur

Pfg Advisors

CRD#2852502
Investment Advisor
in Phoenix, AZ

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About this Advisor

Gregory Linnebur is a financial advisor based in Phoenix, Arizona with 2 years of relevant experience. Linnebur currently works for Pfg Advisors. Their career trajectory has included roles at Lpl Financial, LLC, Altier Credit Union, Pfg Advisors, Securities America, Inc and Cuso Financial Services, Lp. Linnebur maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is approved to serve investors in Arizona. Pfg Advisors is a financial advisory company that has its headquarters in Phoenix, AZ. It has offices in 129 locations and a total of 94 people on staff. It manages $2 billion in assets across its 9,045 accounts, making it one of the largest investment advisory firms in the nation by assets under management. Of its 9,045 customer accounts, just 10% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees typically depend on which service is provided. Fee types charged by Pfg Advisors likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

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

$1,835,590,579

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

94

AZ Average: 37
Total Number of Accounts

9,045

AZ Average: 1,370
Average Account Size

$202,940

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

Gregory Linnebur Work History

Gregory has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Pfg Advisors

2021 - Present (3 years)

Securities America, Inc

2018 - 2021 (3 years)

Cuso Financial Services, Lp

2017 - 2018 (1 year)

Securities America, Inc

2015 - 2018 (3 years)

Pfg Advisors

2009 - 2017 (8 years)

Lpl Financial, LLC

2009 - 2018 (9 years)

Altier Credit Union

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gregory Linnebur 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

James Merkel
Tucson, AZ
Blake Rorbach
Scottsdale, AZ
John Griffith
Eugene, OR
Heather Schara
Albuquerque, NM
Heather Metcalf
Springfield, OR
Kyle Johnson
San Diego, CA
William Batie
Albuquerque, NM
Jed Webb
Rio Rancho, NM

The content in this profile was updated by SmartAsset on 4/16/2023. 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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