Advisor at Practice Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Personal and business financial planning services flat fee generally ranges from $600 to $1,400 per month, payable in arrears.
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Practice Financial Group, LLC
2018 - Present (8 years)
PFG Investments, LLC
2018 - Present (8 years)
Practice Financial Group, LLC
2016 - 2018 (2 years)
Ashland Partners & Company LLP
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Eagle Point, OR
Edward Jones
Series 66
Medford, OR
Edward Jones
Series 66
Central Point, OR
Edward Jones
Series 66
Central Point, OR
Edward Jones
CFP®, Series 63, Series 65
Medford, OR
Edward Jones
Series 66
Central Point, OR
Penfield Investments LLC
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