William Steven Batie
Investment adviser representative at Pfg Advisors
13 yearsExperience
3 statesRegistered in
$3.3BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- United PlannersNov 2025 to now
- Pfg Advisors, LLCApr 2018 to now
- Batie and Company Capital Management, LLCFeb 2013 to now
- Cue- Insurance SalesFeb 2013 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Securities America, Inc.Dec 2016 to Jun 2024
- Cue Financial Group IncFeb 2013 to Dec 2018
- Foothill Securities IncFeb 2013 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 3 states (LA, NM, TX).
Pfg Advisors
Legal name: Pfg Advisors, LLC
$3.3BAssets managed
7,592Clients
83Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2575173
- Firm CRD
- 173344