Pgi Wealth Management
Pgi Wealth Management (CRD# 297517) is a financial advisory firm headquartered in Milton, GA. They manage $211,104,453 in 764 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management211MILLION
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Total Number of Accounts764ACCOUNTS
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Average Account Value$276,315
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AZ, CA, CO, CT, FL, GA, MN, NC, NE, NY, TX, WI
Nicholas McElroy (CRD# 6206273) is an Investment Advisor Representative working at Pgi Wealth Management in Milton, GA and has over 10 years of experience in the finance industry.
Todd McElroy (CRD# 2349451) is an Investment Advisor Representative working at Pgi Wealth Management in Milton, GA and has over 20 years of experience in the finance industry.
Ruben Rozental (CRD# 1331297) is an Investment Advisor Representative working at Pgi Wealth Management in Coral Gables, FL and has over 29 years of experience in the finance industry.
Cynthia Hunt (CRD# 4632638) is an Investment Advisor Representative working at Pgi Wealth Management in Milton, GA and has over 21 years of experience in the finance industry.