Rafael Balderrabano
Investment Adviser Representative at PFG Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rafael Balderrabano is an investment adviser representative with PFG Advisors in Houston, TX, where they have been registered since 2025. They have worked in the securities industry since 2007 and have been registered with 4 firms, including CUSO Financial Services, L.P. and CUNA Brokerage Services, Inc. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
1 state or territory
Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Service Credit UnionAug 2014 – no end date reportedHouston, TX
- CUSO Financial Services, LPAug 2014 – Dec 2019San Diego, CA
- CUNA Brokerage Services, Inc.Dec 2019 – Oct 2021Waverly, IA
- CUSO Financial Services, LPOct 2021 – Mar 2025San Diego, CA
- Osaic Wealth, Inc.Apr 2025 – Nov 2025Houston, TX
- PFG Advisors LLCApr 2025 – no end date reportedPhoenix, AZ
- United PlannersNov 2025 – no end date reportedScottsdal, AZ
- Rafael BalderrabanoJul 2006 – no end date reportedHouston, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PFG Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
- Estimated blended rate
- 0.0195
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 81
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Phoenix, AZ
- SEC file number:
- 801-80797
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 17, 2026
View full firm profileOther advisors at PFG Advisors
Showing 12 of 81 in the directory
Similar advisors in Houston, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rafael Balderrabano has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched