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Steven D
CFP®, Series 66
Roswell, NM
PFG Advisors
Steven Du Charme is a CFP® professional with four years of industry experience, currently affiliated with PFG Advisors in Roswell, NM. His prior experience includes roles at United Planners, OSAIC, Securities America, and Equitable Advisors. Outside of his advisory work, he serves as Treasurer for the Republican Party of Chaves County. PFG Advisors offers fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, primarily implementing exposure through index-based ETFs with periodic rebalancing.
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