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Steven Gregory Ducharme

PFG Advisors

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About Steven Gregory Ducharme

Steven Gregory Ducharme is a financial advisor with PFG Advisors and has been in the financial services industry since 2021. Steven has a combined Series 7/66 license as well as the SIE exam. Steven is registered to advise clients in Arizona, New Mexico, and Texas. Steven has experience in advising high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. Steven provides a variety of financial services, including financial planning, portfolio management, and selection of other advisors. Steven also has previous experience with Equitable Advisors, LLC.

Firm Information

Steven Ducharme 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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Steven Ducharme’s Registration & Firm History

NM

01/09/2023 - Present

PFG Advisors (Roswell NM)

NM

01/09/2023 - 06/14/2024

SECURITIES AMERICA, INC. (ROSWELL NM)

NM

04/29/2021 - 01/18/2023

EQUITABLE ADVISORS, LLC (ROSWELL NM)

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Licenses & Designations

BOTH

Issued 06/07/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/29/2021

Series 7TO - General Securities Representative Examination

BC

Issued 11/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Gregory Ducharme.
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