Julie
Flores

Pfg Advisors

CRD#5724348
Investment Advisor
in Albuquerque, NM

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About this Advisor

Julie Flores is a financial advisor operating out of Albuquerque, New Mexico. Flores currently works for Pfg Advisors. Throughout their career, they have worked at Morgan Stanley, Fidelity Brokerage Services LLC, Wells Fargo Advisors LLC, Thornburg Securities Corp, Realty One Of New Mexico, Bok Financial Securities, Inc, Bokf, Na, Workspace Dynamics, Thornburg Investment Management Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Flores Realty Group, LLC, Securities America, Inc and Pfg Advisors, LLC. Flores holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to operate in New Mexico. Pfg Advisors is a business based in Phoenix, AZ. The firm has offices in 129 locations and a total of 94 advisors. It has $2 billion in assets among its 9,045 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 9,045 accounts, just 10% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees usually depend on which services the firm provides the client. Fees charged by Pfg Advisors can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

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

6605 Uptown Blvd Ne
Albuquerque, NM 87110

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Pfg Advisors Brokerage Details

Total Assets Under Management

$1,835,590,579

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

94

NM Average: 37
Total Number of Accounts

9,045

NM Average: 1,370
Average Account Size

$202,940

NM 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

Julie Flores Work History

Julie has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Securities America, Inc

2023 - Present (1 year)

Pfg Advisors, LLC

2022 - Present (2 years)

Flores Realty Group, LLC

2018 - 2022 (4 years)

Tiaa

2018 - 2022 (4 years)

Tiaa-Cref Individual & Institutional Services, LLC

2017 - 2018 (1 year)

Bok Financial Securities, Inc

2017 - 2018 (1 year)

Bokf, Na

2016 - 2016 (< 1 year)

Wells Fargo Advisors LLC

2016 - 2016 (< 1 year)

Thornburg Securities Corp

2016 - 2022 (6 years)

Realty One Of New Mexico

2016 - 2017 (1 year)

Workspace Dynamics

2016 - 2016 (< 1 year)

Thornburg Investment Management Inc

2014 - 2015 (1 year)

Fidelity Brokerage Services LLC

2011 - 2014 (3 years)

Morgan Stanley

*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 Julie Flores 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
James Merkel
Tucson, AZ
John Griffith
Eugene, OR
Kyle Johnson
San Diego, CA
William Batie
Albuquerque, NM
Heather Metcalf
Springfield, OR
Heather Schara
Albuquerque, NM
Viviana Bigolin
Portland, OR

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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