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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
Years of Experience
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Pfg Advisors Brokerage Details
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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.
Securities America, Inc
Lpl Financial, LLC
Truwest Credit Union
Cue Financial Group Inc
Patrick Dillon has no disclosures.
Please visit their SEC profile for more details.