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Mark Phillip Nickles

PFG Advisors

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About Mark Phillip Nickles

Mark Phillip Nickles is a financial advisor with PFG Advisors. Mark has been in the financial industry since 2021. He has a Series 7TO, Series 66 and SIE license. Mark has experience working with individuals, high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Mark specializes in financial planning, pension consulting, and selection of other advisors.

Firm Information

Mark Nickles 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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Mark Nickles’s Registration & Firm History

AZ

06/04/2024 - Present

PFG Advisors (Phoenix AZ)

AZ

05/22/2024 - 06/14/2024

SECURITIES AMERICA, INC. (PHOENIX AZ)

AZ

07/20/2023 - 05/20/2024

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

AZ

08/30/2021 - 06/01/2023

WELLS FARGO CLEARING SERVICES, LLC (ANTHEM AZ)

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Licenses & Designations

BOTH

Issued 11/04/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/30/2021

Series 7TO - General Securities Representative Examination

BC

Issued 07/27/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Phillip Nickles.
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