Heather
Metcalf

Pfg Advisors

CRD#6308207
Investment Advisor
in Springfield, OR

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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

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Pfg Advisors Brokerage Details

Total Assets Under Management

$1,835,590,579

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

94

OR Average: 37
Total Number of Accounts

9,045

OR Average: 1,370
Average Account Size

$202,940

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 (4 years)

Securities America, Inc

2020 - Present (4 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)

Scottrade

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.

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.

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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