Gregory Linnebur is a registered investment advisor at Pfg Advisors, based in Phoenix, AZ, with 29 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,586 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PFG Advisors charges a fee for managing your investments, which includes advisory services, trade entry, and account maintenance. The fee is a percentage of the value of your portfolio and is typically charged quarterly. The specific fee and how it's charged will be detailed in your agreement. The fee can be fixed, variable (linear), or variable (tiered). PFG Advisors' representatives may negotiate the fee, but it can't exceed 1.95% of the value of your portfolio.
Location
3200 N. Central Ave, Suite #200, Phoenix, AZ, 85012
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gregory works as an advisor for PFG Advisors, offering advisory services to clients, taking about half of his time. Gregory also sells insurance products to Securities America clients, dedicating about 10-20% of his time.
Employment History
Current Registrations
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Securities America, INC.Broker
Pfg Advisors
LPL Financial LLC
LPL Financial LLCBroker
Cue Financial Group, INC.
Cue Financial Group, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.