Patrick
Dillon

Pfg Advisors

CRD#2071561
Investment Advisor
in Austin, TX
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About this Advisor

Patrick Dillon is a certified financial planner in Austin, Texas. Currently an advisor with Pfg Advisors, they have gathered 12 years of professional experience in the financial advisory industry. Dillon maintains Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Dillon is able to act as an advisor in Texas. Throughout their career, Dillon has worked at Cue Financial Group Inc, Lpl Financial, LLC, Securities America, Inc, Truwest Credit Union and Pfg Advisors. Pfg Advisors is based out of Austin, Texas, and has 26 other offices across the country. In total, Pfg Advisors manages $223 million in assets across 1,184 accounts and retains 37 staff members. The amount of assets the firm manages makes it one of the mid-sized investment advisory firms in the United States. The firm manages 1,024 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 6% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Pfg Advisors offers financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

6001 William Cannon Suite 100
Austin, TX 78749

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Pfg Advisors Brokerage Details

Total Assets Under Management

$223,296,345

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

37

TX Average: 37
Total Number of Accounts

1,184

TX Average: 1,370
Average Account Size

$188,595

TX Average: $1,135,308

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Patrick Dillon Work History

Patrick has 12 years of experience.

2017 - Present (2 years)

Securities America, Inc

2015 - Present (4 years)

Pfg Advisors

2009 - 2017 (8 years)

Lpl Financial, LLC

2009 - Present (10 years)

Truwest Credit Union

2006 - 2009 (3 years)

Cue Financial Group Inc

Disclosures

Patrick Dillon has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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