Pfg Advisors

Investment Advisor
in Springfield, OR

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Heather Metcalf is a financial advisor working out of Springfield, Oregon, who has 3 years of relevant experience. Metcalf works at Pfg Advisors. During their career, the advisor has held roles at Td Ameritrade, Bank Of Texas, 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 and Pfg Advisors. Metcalf holds Series 66 and Series 63 licenses, designating them as a securities representative, and is registered to work in Oregon. Pfg Advisors is a business that has its headquarters in Phoenix, AZ. It has offices in 129 locations and a total of 94 people on staff. It handles $2 billion in assets among its 9,045 accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 9,045 client accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets available to invest. Pfg Advisors offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice largely depend on which service is provided. However, fees billed by Pfg Advisors most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 63

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

1981 Mohawk Blvd
Springfield, OR 97477

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Pfg Advisors Brokerage Details

Total Assets Under Management


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


OR Average: 37
Total Number of Accounts


OR Average: 1,370
Average Account Size


OR 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

Heather Metcalf Work History

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

2020 - Present (3 years)

Securities America, Inc

2020 - Present (3 years)

Pfg Advisors

2019 - 2020 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2020 (1 year)

Bank Of America, N.A

2018 - 2019 (1 year)

Td Ameritrade, Inc

2018 - 2019 (1 year)

Td Ameritrade Investment Management, LLC

2017 - 2018 (1 year)


2016 - 2017 (1 year)

Cuso Financial Services, Lp

2016 - 2017 (1 year)

Oregon State Credit Union

2015 - 2016 (1 year)

Oregon Department Of Human Services

2015 - 2015 (< 1 year)

Pacific Continental Bank

2014 - 2015 (1 year)

Td Ameritrade

2013 - 2014 (1 year)

Bank Of Texas

*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.


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.

Financial Advisors at Pfg Advisors

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

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started