Kyle
Johnson

Pfg Advisors

CRD#6574343
Investment Advisor
in San Diego, CA

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About this Advisor

Kyle Johnson is a financial advisor who works out of San Diego, California who has 5 years of industry experience. Johnson is an employee of Pfg Advisors. During their career, Johnson has held roles at Raymond James, Qualcomm, Securities America, Inc and Pfg Advisors. Johnson holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Pfg Advisors is a registered investment company operating out of Phoenix, AZ. The firm has offices in 129 locations and a total of 94 financial advisors. It administers $2 billion in assets between its 9,045 accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 9,045 customer accounts, just 10% belong to high-net-worth clients who have greater than $1 million in investable assets. Pfg Advisors has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services typically vary depending on which service is provided. However, fee types charged by Pfg Advisors may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

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

4285 Ruffin Road
San Diego, CA 92123

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Pfg Advisors Brokerage Details

Total Assets Under Management

$1,835,590,579

CA Average: $1,555,372,352
Total Number of Employees

94

CA Average: 37
Total Number of Accounts

9,045

CA Average: 1,370
Average Account Size

$202,940

CA 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

Kyle Johnson Work History

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

2018 - Present (6 years)

Securities America, Inc

2018 - Present (6 years)

Pfg Advisors

2015 - 2018 (3 years)

Raymond James

2013 - 2015 (2 years)

Qualcomm

*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 Kyle Johnson 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
Blake Rorbach
Scottsdale, AZ
John Griffith
Eugene, OR
Kyle Johnson
San Diego, CA
Heather Schara
Albuquerque, NM
James Merkel
Tucson, AZ
William Batie
Albuquerque, NM
Peyton Gallovich
Phoenix, AZ

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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