Sabina
Valic

Pfg Advisors

CRD#4304928
Investment Advisor
in Phoenix, AZ

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About this Advisor

Sabina Valic is a financial advisor who works out of Phoenix, Arizona who has 4 years of industry experience. Valic is currently employed by Pfg Advisors. Throughout their career, Valic has worked at Scottsdale Capital Advisors, Securities America, Inc and Pfg Advisors. Valic holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona and California. Pfg Advisors is a financial advisory company based out of Phoenix, AZ. The company has offices in 129 locations and a total of 94 advisors. It oversees $2 billion in assets across its 9,045 accounts, placing it among the largest investment advisory firms in the country by assets under management. Of its 9,045 customer accounts, just 10% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Pfg Advisors offers a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely vary depending on which service is offered. However, fees billed by Pfg Advisors can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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 Ste 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

Sabina Valic Work History

Sabina has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Securities America, Inc

2019 - Present (5 years)

Pfg Advisors

2011 - 2019 (8 years)

Scottsdale Capital Advisors

*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 Sabina Valic 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

Blake Rorbach
Scottsdale, AZ
John Griffith
Eugene, OR
James Merkel
Tucson, AZ
Heather Metcalf
Springfield, OR
Heather Schara
Albuquerque, NM
William Batie
Albuquerque, NM
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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