Michael
Prior

Pfg Advisors

CRD#2646460
Investment Advisor
in Peoria, AZ

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About this Advisor

Michael Prior is a financial advisor who works in Peoria, Arizona with a total of 8 years of industry experience. Prior currently works for Pfg Advisors. The advisor has gained experience at Cue, Lpl Financial LLC, Cue Financial Group, Inc, Pfg Advisors and Securities America, Inc. Prior holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Arizona. Pfg Advisors is an advisory business headquartered in Phoenix, AZ. The firm has offices in 129 locations and a total of 94 advisors. It handles $2 billion in assets among its 9,045 accounts, placing it among the biggest firms in the nation by assets under management. Of its 9,045 accounts, just 10% belong to high-net-worth clients who have more than $1 million in assets. Pfg Advisors has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically depend on which services are offered. Fees charged by Pfg Advisors can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

16150 Arrowhead Fountains Dr Suite 265
Peoria, AZ 85382

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Pfg Advisors Brokerage Details

Total Assets Under Management

$1,835,590,579

AZ Average: $1,555,372,352
Total Number of Employees

94

AZ Average: 37
Total Number of Accounts

9,045

AZ Average: 1,370
Average Account Size

$202,940

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Michael Prior Work History

Michael has been registered as a financial advisor for 8 years.*

2018 - Present (6 years)

Cue Financial Group, Inc

2017 - Present (7 years)

Securities America, Inc

2016 - Present (8 years)

Pfg Advisors

2009 - 2017 (8 years)

Lpl Financial LLC

2005 - 2017 (12 years)

Cue

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Prior to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pfg Advisors

James Merkel
Tucson, AZ
William Batie
Albuquerque, NM
Kyle Johnson
San Diego, CA
John Griffith
Eugene, OR
Heather Schara
Albuquerque, NM
Blake Rorbach
Scottsdale, AZ
Heather Metcalf
Springfield, OR
Jimmy Suh
Fullerton, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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