Heather
Metcalf
Pfg Advisors
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About this Advisor
Heather Metcalf is a financial advisor based in Springfield, Oregon, working with Pfg Advisors. Heather has previously held positions at Td Ameritrade, Cuso Financial Services, Lp, Oregon State Credit Union, Oregon Department Of Human Services, Pacific Continental Bank, Td Ameritrade, Inc, Td Ameritrade Investment Management, LLC, Scottrade, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Securities America, Inc, Pfg Advisors, and Osaic Wealth, Inc. Heather has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Oregon. Currently, Heather is part of Pfg Advisors, which operates out of Springfield, Oregon. 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.
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Office Location
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Pfg Advisors Brokerage Details
$2,333,278,575
115
11,752
$198,543
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Heather Metcalf Work History
Osaic Wealth, Inc
Pfg Advisors
Securities America, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Td Ameritrade, Inc
Td Ameritrade Investment Management, LLC
Scottrade
Cuso Financial Services, Lp
Oregon State Credit Union
Oregon Department Of Human Services
Pacific Continental Bank
Td Ameritrade
Disclosures
Please visit the SEC profile of Heather Metcalf to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
