Matthew
Nevins

Pfg Advisors

CRD#1949752
Investment Advisor
in Phoenix, AZ

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About this Advisor

Matthew Nevins is a financial advisor who works in Phoenix, Arizona who has 1 year of relevant experience. Nevins is on the advisory team at Pfg Advisors. Their career trajectory has included roles at First Financial Equity Corporation, Broadridge Financial Solutions, Wilmington Trust, Securities America, Inc and Pfg Advisors. Nevins maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona. Pfg Advisors is an advisory company headquartered in Phoenix, AZ. It has offices in 129 locations and a total of 94 financial advisors. It administers $2 billion in assets under management among its 9,045 client accounts, making it one of the largest firms in the United States by assets under management. Of its 9,045 accounts, just 10% belong to high-net-worth investors who have greater than $1 million in investable assets. Pfg Advisors offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules vary depending on which services are provided. Fee types billed by Pfg Advisors likely are comprised of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

Matthew Nevins Work History

Matthew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Securities America, Inc

2022 - Present (2 years)

Pfg Advisors

2016 - 2022 (6 years)

First Financial Equity Corporation

2015 - 2016 (1 year)

Broadridge Financial Solutions

2013 - 2015 (2 years)

Wilmington Trust

*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 Matthew Nevins 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

William Batie
Albuquerque, NM
Blake Rorbach
Scottsdale, AZ
John Griffith
Eugene, OR
Heather Schara
Albuquerque, NM
James Merkel
Tucson, AZ
Heather Metcalf
Springfield, OR
Kyle Johnson
San Diego, CA
Todd Lerner
Valencia, CA

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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