PBGH FINANCIAL ADVISORS, INC.

FREDERICKSBURG, Virginia·2 registered advisors·CRD# 115013
SEC# 801-69322540-371-3566
01

Firm Overview

AUM
$135M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PBGH FINANCIAL ADVISORS, INC.

2 registered advisors
Raymond Earl Kingsfield
FREDERICKSBURG, Virginia
Sean Roger O'connell
FREDERICKSBURG, Virginia
05

Office Locations

FREDERICKSBURG, Virginia
2 advisors

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Data sourced from SEC Form ADV filings. PBGH FINANCIAL ADVISORS, INC. (CRD# 115013) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.