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Todd Justin Lerner

PFG Advisors

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About Todd Justin Lerner

Todd Lerner is a financial advisor with over 15 years of experience in the industry. Todd has been registered with the Securities and Exchange Commission (SEC) since 2007 and holds several licenses, including Series 7, Series 31, and Series 66. Todd is currently affiliated with PFG Advisors and has previously worked for several other financial institutions, including Securities America, Inc., Morgan Stanley and ProEquities, Inc. Todd's main focus is on providing financial advice to individuals and families. Todd is also licensed as a California Life and Health Agent.

Firm Information

Todd Lerner 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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Todd Lerner’s Registration & Firm History

CA

04/18/2018 - Present

PFG Advisors (Valencia CA)

CA

09/15/2017 - 06/14/2024

SECURITIES AMERICA, INC. (Valencia CA)

CA

06/14/2011 - 09/18/2017

MORGAN STANLEY (WOODLAND HILLS CA)

CA

03/19/2008 - 02/19/2010

PROEQUITIES, INC. (AGOURA CA)

IN

10/10/2007 - 03/20/2008

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 11/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 10/01/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Todd Justin Lerner. Review regulatory record here.
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