Robert
Van Allen
Pfg Advisors
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About this Advisor
Robert Van Allen is a financial advisor based in Tempe, Arizona, working with Pfg Advisors. Robert has previously held positions at Voya Investments Distributor, LLC, Voya Investment Management, Voya Investment Management Co. LLC, Securities America, Inc, Pfg Advisors, Osaic Wealth, Inc, Lpl Financial LLC, Bank Of The West, and Bancwest Investment Services, Inc. Robert has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Robert is part of Pfg Advisors, which operates out of Tempe, 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
Services Offered
Fee Structure
Office Location
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Pfg Advisors Brokerage Details
$2,333,278,575
115
11,752
$198,543
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Robert Van Allen Work History
Osaic Wealth, Inc
Pfg Advisors
Securities America, Inc
Lpl Financial LLC
Voya Investment Management
Bank Of The West
Bancwest Investment Services, Inc
Voya Investments Distributor, LLC
Voya Investment Management
Voya Investment Management Co. LLC
Disclosures
Please visit the SEC profile of Robert Van Allen 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
Gilbert, AZ
Tempe, AZ
Phoenix, AZ
Phoenix, AZ
Valencia, CA
Glendale, AZ
Phoenix, AZ
Springfield, OR
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.
