Julian
Gottshall
Pfg Advisors
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About this Advisor
Julian Gottshall is a financial advisor based in Eugene, Oregon with a total of 1 year of relevant experience. Gottshall currently works for Pfg Advisors. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, University Of Oregon Housing, Dutch Bros Eugene LLC, Rons Island Grill, Lane Community College, Employees Overload, University Of Oregon, Securities America, Inc, Oregon Communitycredit Union and Pfg Advisors, LLC. Gottshall maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Oregon. Pfg Advisors is a company operating out of Phoenix, AZ. The company has offices in 129 locations and a total of 94 advisors. It manages $2 billion in assets under management among its 9,045 accounts, placing it among the biggest financial advisory firms in the country by assets under management. Of its 9,045 customer accounts, just 10% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on the services. Fees charged by Pfg Advisors may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfg Advisors Brokerage Details
$1,835,590,579
94
9,045
$202,940
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Julian Gottshall Work History
Julian has been registered as a financial advisor for 1 years.*
Securities America, Inc
Pfg Advisors, LLC
Oregon Communitycredit Union
Securities America, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
University Of Oregon
Dutch Bros Eugene LLC
Lane Community College
Employees Overload
Rons Island Grill
University Of Oregon Housing
*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 Julian Gottshall 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
Eugene, OR
Scottsdale, AZ
San Diego, CA
Albuquerque, NM
Albuquerque, NM
Springfield, OR
Tucson, AZ
Burbank, 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.
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