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Kyle Joseph Trueba

PFG Advisors

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About Kyle Joseph Trueba

Kyle Trueba is a financial advisor with PFG Advisors, a firm headquartered in Phoenix, Arizona. Kyle is registered with FINRA and the states of Arizona, Colorado, Texas, and Vermont. Kyle has been in the financial services industry since July 2012 and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Kyle specializes in financial planning, investment management, and retirement planning.

Firm Information

Kyle Trueba 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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Kyle Trueba’s Registration & Firm History

AZ

02/16/2023 - Present

PFG Advisors (Mesa AZ)

AZ

01/09/2023 - 06/14/2024

SECURITIES AMERICA, INC. (MESA AZ)

AZ

07/16/2018 - 01/18/2023

EQUITABLE ADVISORS, LLC (MESA AZ)

AZ

07/30/2012 - 07/17/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GILBERT AZ)

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Licenses & Designations

BOTH

Issued 08/17/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kyle Joseph Trueba.
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