Michael
Villanueva
Pfg Advisors
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About this Advisor
Michael Villanueva is a financial advisor working out of Laguna Niguel, California with a total of 3 years of industry experience. Villanueva is on the advisory team at Pfg Advisors. Their career trajectory has included roles at Wells Fargo Advisors LLC, Agg Asset Management, LLC, Insight Securities, Inc, Bank Of America, N.A, Merrill Lynch, Pierce, Fenner & Smith Inc, Principal Securities Inc, Principal Life Insurance Company, Comerica Securities, Inc, Securities America, Inc and Pfg Advisors. Villanueva holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in California. Pfg Advisors is a firm based out of Phoenix, AZ. The investment advisory business has offices in 129 locations and a total of 94 advisors. It has $2 billion in assets across its 9,045 accounts, making it one of the biggest firms in the nation by assets under management. Of its 9,045 customer accounts, just 10% belong to high-net-worth investors who have more than $1 million in assets available to invest. Pfg Advisors performs a number 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 typically are based on which services the firm provides the client. Fees billed by Pfg Advisors most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfg Advisors Brokerage Details
$1,835,590,579
94
9,045
$202,940
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Michael Villanueva Work History
Michael has been registered as a financial advisor for 3 years.*
Securities America, Inc
Pfg Advisors
Comerica Securities, Inc
Principal Securities Inc
Principal Life Insurance Company
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Agg Asset Management, LLC
Insight Securities, Inc
Wells Fargo Advisors LLC
*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 Villanueva 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
Scottsdale, AZ
Albuquerque, NM
Eugene, OR
Springfield, OR
Albuquerque, NM
Tucson, AZ
San Diego, CA
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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