Andrew
Johnson

Pfg Advisors

CRD#6332292
Investment Advisor
in Gilbert, AZ

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About this Advisor

Andrew Johnson is a financial advisor based out of Gilbert, Arizona with a total of 3 years of relevant experience. Johnson is on the advisory team at Pfg Advisors. Johnson has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, University Of Phoenix, Networth Services, Bank Of America, N.A, Bancwest Investment Services, Inc, Bank Of The West, Securities America, Inc and Pfg Advisors. Johnson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Arizona and Texas. Pfg Advisors is a registered investment business headquartered in Phoenix, AZ. It has offices in 129 locations and a total of 94 financial advisors. It handles $2 billion in assets among its 9,045 client accounts, placing it among the biggest firms in the United States by assets under management. Of its 9,045 client accounts, just 10% are held by high-net-worth investors who have at least $1 million in assets. 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. Financial advisory fee schedules usually vary depending on the services provided. However, fee types charged by Pfg Advisors likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

64 E Pecos Rd
Gilbert, AZ 85295

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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

Andrew Johnson Work History

Andrew has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Securities America, Inc

2020 - Present (4 years)

Pfg Advisors

2018 - 2020 (2 years)

Bancwest Investment Services, Inc

2018 - 2020 (2 years)

Bank Of The West

2014 - 2018 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2014 (< 1 year)

University Of Phoenix

2014 - 2018 (4 years)

Bank Of America, N.A

2011 - 2014 (3 years)

Networth Services

*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 Andrew 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

John Griffith
Eugene, OR
Blake Rorbach
Scottsdale, AZ
Heather Metcalf
Springfield, OR
Heather Schara
Albuquerque, NM
James Merkel
Tucson, AZ
William Batie
Albuquerque, NM
Kyle Johnson
San Diego, CA
Sandra Torres
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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