Professional Financial Advisors, Inc.
Professional Financial Advisors, Inc. (PFA) is a Registered Investment Advisor (RIA) and is registered with the PA Securities Commission and Securities & Exchange Commission (SEC). The firm has been an RIA since 1984. PFA’s investment advisor representatives provide various services, including complete financial planning, primarily in the areas of retirement and estate planning, and investment advisory services. We do not provide legal or tax advice, except that of an incidental nature.
Compensation for services provided may include fixed fees, hourly charges, and fee based on a percentage of assets under management.
We provide financial planning and investment advice to individuals, trusts, estates or charitable organizations and corporations and other business entities. Investment Advisory clients can access their accounts via Charles Schwab’s website www.schwaballiance.com .
Our firm’s registration information can be viewed at FINRA’s broker check website: brokercheck.finra.org
Professional Financial Advisors, Inc. is affiliated with PFA Security Asset Management Inc. The individuals listed below are Registered Representatives of PFA Security Asset Management, Inc. and are licensed to sell securities in the following states:
- Curt H. Zimmermann – PA, FL, DE, MD, NC, NJ, SC, VA
- David L. Englehart – PA, FL, MD, VA, SC
- Jeffrey S. Nickum – PA, DE, FL, VA
- Matthew P. Amos – PA, FL, NJ, SC
- George D. Kegerreis – PA