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Priority Financial Group

Priority Financial Group

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  1. Home
  2. About Us
  3. Executive Summary

Executive Summary

Experience, Knowledge and Personal Service

Financial Institutions

For more than 20 years, Priority Financial Group (PFG) has assisted financial institutions in building and elevating their investment and insurance business. PFG is proud to offer a hybrid RIA model, which is unique in a financial institution space. Personalized service from a nationally recognized team is paired with robust strategic partners that include:

  • Securities America (Broker-dealer)
  • Charles Schwab & TD Ameritrade (Advisory)
  • Orion (Innovative technology tools)
  • Salesforce (CRM)
  • Fidelity or Pershing (Clearing and custody)

Clients will see your offering as an upgrade over a single custodian option and it will also help the advisor easily explain why he/she is joining your team.

  • Compliance Management and Supervision (OSJ): Complete OSJ services which include ongoing compliance and practice management training as well as risk mitigation oversight of financial advisors
  • Sales and Business Development: Annual business planning and goal setting, along with an integrated custom marketing calendar to help advisors reach their goals and potential
  • Credit Union Staff Training: Ongoing conference series for advisor education and best practice sharing
  • Advisor Training and Practice Management: Behavioral Financial Advice certification and Next Phase sales training through Securities America
  • Turn-Key Program Management: Includes nationally recognized team of industry experts
  • Advice Delivery Options:  Includes Schwab, TD Ameritrade and other national industry leaders
  • Investment Services:  Retirement planning, estate planning, financial planning, asset protection, and money management
  • Insurance Services: Group healthcare, life, LTC and Medicare

Not only do we serve institutions with a competitive platform, but we also serve their advisors with powerful sales and practice management solutions.
 

Independent Advisors

Priority Financial Group (PFG) was built by advisors, for advisors.  PFG offers a hybrid RIA solution and is advisor-friendly in every way. We offer affiliation choices ranging from a partnership as an independent advisor, or as an advisor associated with a financial institution.  Personalized service from a nationally recognized team is paired with robust strategic partnerships that include:

  • Securities America (Broker-dealer)
  • Charles Schwab & TDAmeritrade (Advisory)
  • Orion (Innovative technology tools)
  • Salesforce (CRM)
  • Fidelity or Pershing (Clearing and custody)

PFG’s high-touch and proactive approach to advisor support encourages PFG advisors to have that same relationship with their clients. The PFG support model is designed to amplify success for financial advisors who choose to provide holistic advice and industry-leading solutions to their clients.

PFG offers Independent Advisors three different affiliation models to choose from:

  • 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.
  • Cross Platform Model - Take advantage of our unique cross-platform model that offers a new source of revenue from financial institutions AND continued equity and control of your existing personal book.
  • Independent Model - Independent financial advisors joining PFG benefit from a leadership team who advocates for them around compensation, compliance and business growth. PFG provides a high payout, the best in growth and practice management programs, and business development resources.

Regardless of the model chosen, the professional team at Priority Financial Group is focused on helping quality advisors deliver quality advice through a program designed and built with choices and flexibility to help achieve success.

Ready to learn more? Contact us today.

 

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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