Mike Prior

Mike Prior Email and Phone Number

CEO / PFG and RIA Partners Group @ Priority Financial Group
Mike Prior's Location
Greater Phoenix Area, United States, United States
Mike Prior's Contact Details

Mike Prior personal email

n/a

Mike Prior phone numbers

About Mike Prior

PFG is committed to helping Financial Institutions and Financial Advisors connect to develop a high quality Financial Education, Planning, and Advice service model. PFG's turnkey program management, compliance oversight, and sales management systems help Financial Institutions and Advisors achieve their unique goals. PFG provides the consulting needed to deliver effective financial education and planning online and in branches.PFG Advisors (PFGA) , the affiliated hybrid RIA, provides access to Charles Schwab/TDA and Fidelity trading and robo platforms. Open architecture provides additional investment management choices.Serving in the Financial Planning and Financial Institution industries for over 25 years. Offices in 9 states.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 my website www.pfgteam.com for additional information and disclosures. Third-party comments may not be representative of all client experiences.

Mike Prior's Current Company Details
Priority Financial Group

Priority Financial Group

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CEO / PFG and RIA Partners Group
Mike Prior Work Experience Details
  • Priority Financial Group
    Chief Executive Officer
    Priority Financial Group Jan 2005 - Present
    Phoenix, Arizona, Us
    PFG helps Financial Advisors and Financial Institutions cultivate their futures by helping quality advisors deliver quality advice. Advisors like PFG's ability to grow either as an Independent, Employee, Bank, Credit Union, or a cross-platform combination.We manage the sales and compliance operations for 85+ Financial Advisors and 20+ Financial Institutions in Arizona, California, Oregon, Texas, New Mexico, Colorado, Idaho, and Minnesota. Previously served on a CU Supervisory Committee and have helped Banks and Credit Unions establish ethical and profitable Wealth Management programs for over 20 years.RIA Partners Group helps RIA owners lower back and middle office costs to improve EBITDA, while maintaining control of their firm. Economies of scale and new efficiencies help RIA owners who prefer to retain their DBA and continue to lead their firm.
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  • Prior & Associates
    Author, Speaker, And Former Financial Advisor
    Prior & Associates Oct 1995 - Dec 2008
    Founded CUSO dedicated to offering Financial Education, compliance, and sales management of Financial Advisors for Credit Unions in 2005.Developed niche in providing Financial Education and Financial Planning services to Credit Unions and Banks throughout the Southwest in 1997.Earned Series 24, 7, 65, and L&H licenses.
  • American Express
    Project Team Leader
    American Express Apr 1986 - Apr 1997
    New York, Ny, Us
    Served as a Project Team Leader in Establishment Services after serving as a Team Leader in the CCAC department (Corporate Cardmember Services).Made a career change and went Part-Time at American Express Financial Advisors in 1995 to build a financial planning practice.
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Mike Prior Skills

Wealth Management Asset Management Portfolio Management Strategic Planning Banking Investments Insurance Financial Planning Business Planning Compliance Sales Management Business Strategy Strategic Financial Planning Financial Advisory Budgets Retirement Planning Financial Services Mutual Funds Strategy Asset Managment New Business Development Program Management Training Finance Leadership Business Development Project Management Financial Planners Executive Management

Mike Prior Education Details

  • Stanford University
    Stanford University
    Executive Innovation
  • University Of Phoenix
    University Of Phoenix
    Management

Frequently Asked Questions about Mike Prior

What company does Mike Prior work for?

Mike Prior works for Priority Financial Group

What is Mike Prior's role at the current company?

Mike Prior's current role is CEO / PFG and RIA Partners Group.

What is Mike Prior's email address?

Mike Prior's email address is pr****@****eam.com

What is Mike Prior's direct phone number?

Mike Prior's direct phone number is +160237*****

What schools did Mike Prior attend?

Mike Prior attended Stanford University, University Of Phoenix.

What skills is Mike Prior known for?

Mike Prior has skills like Wealth Management, Asset Management, Portfolio Management, Strategic Planning, Banking, Investments, Insurance, Financial Planning, Business Planning, Compliance, Sales Management, Business Strategy.

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