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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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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Decision-makers and verified team members
26 contacts with verified email or phone · masked until revealed.
- SV
Sabina Valic
Senior Compliance Principal · Other
EmailPhone - DW
Doug Wilkinson
Relationship Manager · Sales & Business Development
EmailPhone - AT
Amberley Turner
Executive Assistant to Chief Executive Officer · General Business & Management
EmailPhone - RD
Roy D. Morris
Investment Adviser Representative · Finance & Accounting
EmailPhone - MP
Mike Prior
Chief Executive Officer · Other
EmailPhone - SB
Susi Bennett
President & Chief Operating Officer · Other
EmailPhone - TI
Thomas Ira Matthews
Compliance Analytics & Operations Analytics · Other
EmailPhone - TF
Trina Furler
Compliance and Registration Manager · Other
EmailPhone - SH
Sheila Hansen
Vice President - Relationship Management · Sales & Business Development
EmailPhone
Showing 9 of 26 verified contacts
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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