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Priority Financial Group

Priority Financial Group (PFG) empowers financial advisors and credit unions to deliver high quality financial planning and advice. PFG Advisors (PFGA), the affiliated hybrid RIA, provides advisors with a choice of affiliation options and access to Charles Schwab, TD Ameritrade, fintech and other trading platforms. We have offices throughout Arizona, California, New Mexico, Oregon and Texas, and have been servicing the financial planning and financial institution industries for over 20 years. We provide comprehensive compliance oversight, program management and a sales management system that enable our clients to achieve their goals. Specialties: Executive level leadership and developing new business opportunities through innovation and collaboration. Building client friendly wealth management programs for Financial Institutions; Helping Financial Advisors reach their personal and professional goals. We connect quality Advisors with quality Financial Institutions. Please see for additional information and disclosures. Third-party comments may not be representative of all client experiences.

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HeadquartersPhoenix, United StatesEmployees52(11 to 50)Annual revenue$1M to <$10MWebsitepfgteam.comLinkedIn profileLinkedIn

Verified contacts

26

available on Kipplo

LinkedIn employees

52

11 to 50 range

Open roles

no listings

Distinct roles

19

indexed titles

Tech stack

2

tools in use

Monthly traffic

476

organic / mo

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26 contacts with verified email or phone · masked until revealed.

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Top roles at Priority Financial Group

19 distinct titles indexed · top 10 shown.

  • 2financial advisor
  • 1accounting analyst
  • 1applied technology administrator
  • 1business analyst
  • 1chief executive officer
  • 1client service representative
  • 1client services associate
  • 1compliance analytics & operations analytics
  • 1compliance and registration manager
  • 1executive assistant to chief executive officer
  • +9more titles

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