Peyton Gallovich (CRD# 7408662) is an Investment Advisor Representative working at Pfg Advisors in Phoenix, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pfg Advisors, LLC | Phoenix, AZ | Jun 2023 - Current | < 1 |
Securities America, In.c | Phoenix, AZ | Aug 2022 - Current | 1 |
The Hope House | Scottsdale, AZ | May 2020 - Jan 2024 | 3 |
Pfg Advisors, LLC | Phoenix, AZ | Mar 2023 - Jun 2023 | < 1 |
Securities America, Inc. | Phoenix, AZ | Jul 2021 - Aug 2022 | 1 |
Unemployed | Phoenix, AZ | Mar 2020 - May 2020 | < 1 |
Highnoon | Tempe, AZ | Nov 2019 - Mar 2020 | < 1 |
Sitelock | Scottsdale, AZ | Feb 2019 - Oct 2019 | < 1 |
Opex Fitness | Scottsdale, AZ | Dec 2017 - Feb 2019 | 1 |
Nexus 21 | Scottsdale, AZ | Feb 2017 - Nov 2017 | < 1 |
Ew Scripps | Tucson, AZ | Dec 2015 - Jan 2017 | 1 |
Arizona State University | Phoenix, AZ | Aug 2012 - Dec 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- AZ
-
Total Assets Under Management2,333MILLIONS
-
Total Number of Accounts11,752ACCOUNTS
-
Average Account Value$198,543
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.