Angela Marie Caballero
Investment adviser representative at Pfg Advisors
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.3BFirm assets
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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
17 years in the industry.
- United PlannersNov 2025 to now
- Pfg AdvisorsJun 2021 to now
- RentalDec 2018 to now
- Angela M CaballeroJun 2014 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2025
- Securities America, Inc.Jun 2021 to Jun 2024
- Ascension College Planning, LLCJan 2020 to Jun 2021
- M. S. Howells & Co.Jan 2019 to Jan 2020
- Ashton Thomas Insurance AgencyOct 2018 to Jan 2020
- Ashton Thomas Private Wealth, LLCOct 2018 to Jan 2020
- Cetera Advisor Networks, LLCJan 2017 to Aug 2018
- Cwm, LLCJan 2015 to Aug 2018
- Horizon Financial Group, LLCApr 2009 to Jan 2017
- LPL FinancialApr 2009 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 3250287
- Firm CRD
- 173344