Ryan
Millar

Pfg Investments, LLC

CRD#6675022
Investment Advisor
in Washington, UT

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About this Advisor

Ryan Millar is a financial advisor operating in Washington, Utah with 1 year of relevant experience. Millar is an advisor for Pfg Investments, LLC. The advisor has gained experience at Practice Financial Group, LLC, Boston Scientific Corp and Pfg Investments, LLC. Millar holds a Series 65 license, which qualifies them as an investment advisor representative, and can advise clients in Texas and Utah. Pfg Investments, LLC is a financial advisory firm that has its headquarters in Jacksonville, OR. It has offices in four locations and a total of 12 financial advisors. It manages $233 million in total assets among its 1,207 customer accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 1,207 customer accounts, just 4% belong to high-net-worth clients who have more than $1 million in assets available to invest. Pfg Investments, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically are based on which services are offered. Fee types charged by Pfg Investments, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

Washington, UT

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Pfg Investments, LLC Brokerage Details

Total Assets Under Management

$232,855,469

UT Average: $1,120,203,312
Total Number of Employees

12

UT Average: 50
Total Number of Accounts

1,207

UT Average: 1,309
Average Account Size

$192,921

UT Average: $855,770

Investment Advisory Services

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

Ryan Millar Work History

Ryan has been registered as a financial advisor for 1 years.*

2017 - Present (7 years)

Pfg Investments, LLC

2013 - 2017 (4 years)

Practice Financial Group, LLC

2011 - 2013 (2 years)

Boston Scientific Corp

*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 Ryan Millar 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 Investments, LLC

Ekaterina Kostenko
Jacksonville, OR
Ryan Millar
Washington, UT
Kyler Johnson
Bolton, MA
Nathan Williams
Jacksonville, OR
Ryan Fiegi
Jacksonville, OR

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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