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Priority Financial Group

Priority Financial Group

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  2. Financial Advisors
  3. Affiliation Models

Affiliation Models

PFG Advisor Affiliation Models

Increased flexibility and support for the way you choose to do business

Offering three advisor affiliation models, PFG provides true flexibility and choice in how you affiliate with our team. 

1. Independent Model – independent financial advisors joining PFG benefit from a leadership team who advocates for them around compensation, compliance and business growth, and provides the following:

  • High payout
  • The best in growth and practice management programs
  • Business development resources and networking opportunities
  • The opportunity to operate under your own DBA (or leverage our established brand)
  • Hands-on technology and systems training
  • Succession/contingency planning and retirement packages

2. Cross Platform Model (FI & Independent) – Take advantage of our unique cross-platform model that offers a new source of revenue from financial institutions plus continued equity and control of your existing personal book.

  • Opportunity to maintain practice equity through ownership of book of business
  • Revenue generation opportunities by maintaining a separate financial institution rep ID with a competitive payout for leads furnished by the institution 
  • Expenses will vary based on individual financial institutions and advisors
  • Ability to leverage the established PFG brand as you build and grow your practice

3. Financial Institution Model – Enjoy new qualified leads on an ongoing basis with the freedom to focus on helping financial institution clients pursue a broad range of financial and retirement planning needs along with the following benefits: 

  • Full access to group employee benefits
  • No out of pocket expenses (financial institutions pay for marketing and broker/dealer expenses)
  • Guaranteed base compensation

PFG Benefit Package Option: For advisors who want to maintain their independent book, but who also want access to group employee benefits, PFG offers a full benefit package. It includes:

  • Group health package
  • Assistance with office space and furnishings, computer equipment and technology, and other resources to help ensure you are independent but far from alone
  • The ability to leverage the established PFG brand as you build and grow your practice
     

 

3200 N Central Ave, Ste 200 
Phoenix, Arizona 85012
P: 1-800-405-8850

 

PFG In the News

Click on a link below to discover what’s new at PFG.

PFG Welcomes OCCU & USE CU

PFG Received Distinguished OSJ Partner Award from SAI!

Press Release: PFG Recognized as the Top Branch with Securities America based on 2019 Production

CUE Financial chooses PFG as its Succession Solution 

Priority Financial Group (PFG) Expands Executive Team, Appointing Susi Bennett as Chief Operating Officer

PFG Partners with Riskalyze

Priority Financial Group Selects Securities America, Inc. as new Broker-Dealer partner

Securities America Adds Priority Financial Group

PFG Builds on its Quality Advisor University 
 

Securities offered through Securities America, member FINRA/SIPC. Advisory services offered by PFG Advisors. Priority Financial Group, PFG Advisors and Securities America are separate entities.

CLICK HERE FOR A COPY OF PFG ADVISORS' RELATIONSHIP SUMMARY (FORM CRS) 
 
CLICK HERE FOR A COPY OF SECURITIES AMERICA, INC'S RELATIONSHIP SUMMARY (FORM CRS).
 
Free and simple tools are available to research firms and financial professionals at investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein.  Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration.  Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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