Advisor at PCG Wealth Management
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.
Firm
PCG Wealth Management
Location
Excelsior, MO 64024
Credentials
CFP®, Series 63, Series 65
Industry experience
29 years
Financial planning fixed engagement fees up to $10,000; Retirement plan consulting fees may be flat fee as negotiated
Investment advisory fees up to 1.60% annually, paid quarterly in advance or arrears
Certain advisory representatives receive commission-based compensation for securities and insurance product sales, separate from advisory fees
Financial planning services up to $500 per hour; Retirement plan consulting up to $400 per hour
Fee-only: Financial planning services offered on an hourly basis up to $500/hour or fixed fee engagements up to $10,000
PCG Wealth Advisors, LLC
2019 - Present (7 years)
LPL FInancial LLC
2019 - Present (7 years)
Farmers Financial Solutions
2019 - 2019 (1 year)
Farmers Insurance
2018 - 2019 (1 year)
Gama Board Member
2016 - 2018 (2 years)
Rob's Place
2016 - 2017 (1 year)
Various insurance carriers for W&R insurance agencies
1996 - 2017 (21 years)
Waddell & Reed, Inc.
1994 - 2017 (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Richmond, MO
Edward Jones
CFP®, Series 63, Series 65
Liberty, MO
Edward Jones
Series 66
Excelsior Springs, MO
Edward Jones
CFP®, ChFC®, Series 63
Kansas City, MO
Edward Jones
Series 66
Liberty, MO
Edward Jones
Series 66
Liberty, MO
Edward Jones
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