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Thomas Ira Matthews

PFG Advisors

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About Thomas Ira Matthews

Thomas Matthews is an investment advisor representative registered with PFG Advisors and is also registered with the state of Arizona as an investment advisor. Thomas has over 10 years of experience in the financial services industry, and specializes in providing financial planning and portfolio management services to individuals, families, and small businesses. Thomas is committed to building long-term relationships with clients and helping them achieve their financial goals.

Firm Information

Thomas Matthews 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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Thomas Matthews’s Registration & Firm History

AZ

01/22/2024 - Present

PFG Advisors (PHOENIX AZ)

AZ

07/13/2023 - 06/14/2024

SECURITIES AMERICA, INC. (PHOENIX AZ)

AZ

07/13/2021 - 07/11/2023

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 01/19/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/24/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2021

Series 7TO - General Securities Representative Examination

BC

Issued 12/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Ira Matthews.
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