Blake Rorbach is a registered investment advisor at Pfg Advisors, based in Phoenix, AZ, with 13 years of industry experience. Blake 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
Phoenix, AZ
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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
Blake is an advisor with Rorbach Financial Services/PFG Advisors, spending about half his time on advisory business and a few hours per week on insurance sales. He also assists his parents with identity theft recovery, works for Mission Beach Luxury Rentals, and is a host for Coronado Coast LLC.
Employment History
Current Registrations
Pfg Advisors
Previous Registrations
Securities America, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan StanleyBroker
Regal Securities, INC.Broker
State Registrations1 state
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.