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Matthew Alan Vining

PFG Advisors

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About Matthew Alan Vining

Matthew Vining is an Investment Advisor Representative with PFG Advisors. Matthew is a licensed professional with a series 7 and Series 66 registration. Matthew is also registered in California and New Mexico. Matthew has worked with clients including individuals, high-net-worth individuals, corporations, charitable organizations, trusts, and pension plans. Matthew provides financial planning services, portfolio management and selection of other advisors. Matthew focuses on providing personalized financial advice and investment management services to help his clients reach their financial goals.

Firm Information

Matthew Vining 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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Matthew Vining’s Registration & Firm History

NM

08/16/2021 - Present

PFG Advisors (Albuquerque NM)

NM

07/23/2020 - 06/14/2024

SECURITIES AMERICA, INC. (Albuquerque NM)

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Licenses & Designations

BOTH

Issued 07/30/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/23/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/23/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Alan Vining.
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