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 based in San Diego, California, working with Pfg Advisors. Kyle has previously held positions at Raymond James, Qualcomm, Securities America, Inc, Pfg Advisors, and Osaic Wealth, Inc. Kyle has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Kyle is part of Pfg Advisors, which operates out of San Diego, California. 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

Series 66, CERTIFIED FINANCIAL PLANNER™

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

3202 Governor Drive, Suite 102
San Diego, CA 92122

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Pfg Advisors Brokerage Details

Total Assets Under Management

$2,333,278,575

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

115

CA Average: 37
Total Number of Accounts

11,752

CA Average: 1,370
Average Account Size

$198,543

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

2024 - Present (0 year)

Osaic Wealth, Inc

2018 - Present (6 years)

Securities America, Inc

2018 - Present (6 years)

Pfg Advisors

2015 - 2018 (3 years)

Raymond James

2013 - 2015 (2 years)

Qualcomm

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
Robert Van Allen
Tempe, AZ
Bridgette Gavagan
Glendale, AZ
Chad Walker
Phoenix, AZ
Mark Nickles
Phoenix, AZ
Andrew Johnson
Gilbert, AZ
Andrew Van Dyke
Eagle, ID
Eric Stelnick
Valencia, CA

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.

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