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Brent A Cattani

PFG Advisors

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About Brent A Cattani

Brent Cattani is a financial advisor who has been in the industry since 2005. Brent is a Registered Representative of Securities America, Inc., and an Investment Advisor Representative of PFG Advisors. Brent is licensed in 14 states and has worked with TruWest Credit Union, LPL Financial, and Ameriprise Financial Services. Brent offers financial planning, retirement plan consulting, and other related financial consulting services to individuals, families, and businesses.

Firm Information

Brent Cattani is currently registered with PFG Advisors. PFG Advisors is an investment advisory firm located in PHOENIX, AZ, with over 100 licensed agents and advisors. They have approximately $2.8 billion in regulatory assets under management. PFG Advisors specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. They also offer selection of other advisors.
PFG Advisors

3200 N. CENTRAL AVE

PHOENIX, AZ 85012

$2.83B

Assets Under Management

10

Total Clients

111

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brent Cattani’s Registration & Firm History

AZ

11/02/2023 - Present

PFG Advisors (CHANDLER AZ)

AZ

10/10/2017 - 06/14/2024

SECURITIES AMERICA, INC. (PHOENIX AZ)

AZ

10/22/2009 - 10/11/2017

LPL FINANCIAL LLC (TEMPE AZ)

AZ

12/04/2007 - 09/15/2009

AMERIPRISE FINANCIAL SERVICES, INC. (MESA AZ)

AZ

08/19/2005 - 12/21/2007

CHASE INVESTMENT SERVICES CORP. (GILBERT AZ)

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Licenses & Designations

BOTH

Issued 08/17/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/25/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/25/2007

Series 7 - General Securities Representative Examination

BC

Issued 08/18/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brent A Cattani.
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