Michael
Melby

Pfg Advisors

CRD#1097937
Investment Advisor
in Phoenix, AZ

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About this Advisor

Michael Melby is a financial advisor based in Phoenix, Arizona who has 5 years of industry experience. Melby is currently employed by Pfg Advisors. Throughout their career, Melby has worked at Cue Financial Group, Inc, Foothill Securities, Inc, Insurance Sales, Securities America, Inc and Pfg Advisors, LLC. Melby maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona and Texas. Pfg Advisors is a registered investment company headquartered in Phoenix, AZ. The company has offices in 129 locations and a total of 94 financial advisors. It oversees $2 billion in total assets across its 9,045 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 9,045 customer accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees largely depend on the type of financial services provided. Fees billed by Pfg Advisors may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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 North Central Avenue, 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

Michael Melby Work History

Michael has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Pfg Advisors, LLC

2016 - Present (8 years)

Securities America, Inc

1999 - Present (25 years)

Insurance Sales

1987 - Present (37 years)

Cue Financial Group, Inc

2009 - 2016 (7 years)

Foothill Securities, Inc

*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 Michael Melby 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

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

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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