Mark
Nickles

Pfg Advisors

CRD#7401328
Investment Advisor
in Phoenix, AZ

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About this Advisor

Mark Nickles is a financial advisor based in Phoenix, Arizona, working with Pfg Advisors. Mark has previously held positions at Wells Fargo Clearing Services, LLC, Wells Fargo Bank, Na, Nexus 21, Inc, First Niagara Financial Group, Merrill Lynch, Pierce, Fenner & Smith Inc, Lanza Av, Bank Of America, N.A, Securities America, Inc, Pfg Advisors, and Osaic Wealth, Inc. Mark has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Mark 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

15458 N. 28Th Ave.
Phoenix, AZ 85053

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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

Mark Nickles Work History

2024 - Present (0 year)

Securities America, Inc

2024 - Present (0 year)

Pfg Advisors

2024 - Present (0 year)

Osaic Wealth, Inc

2023 - Present (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2023 - Present (1 year)

Bank Of America, N.A

2021 - 2023 (2 years)

Wells Fargo Clearing Services, LLC

2021 - 2023 (2 years)

Wells Fargo Bank, Na

2021 - 2021 (< 1 year)

Lanza Av

2015 - 2019 (4 years)

Nexus 21, Inc

2014 - 2015 (1 year)

First Niagara Financial Group

Disclosures

Please visit the SEC profile of Mark Nickles 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

Heather Metcalf
Springfield, OR
Bridgette Gavagan
Glendale, AZ
Chad Walker
Phoenix, AZ
Timothy Mansell
Alameda, CA
Tyler Grantham
Phoenix, AZ
Ramona Maior
Phoenix, AZ
Andrew Van Dyke
Eagle, ID
Eric Stelnick
Valencia, CA

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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