Mike Prior Email & Phone Number

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.

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.

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.

Certificate, Executive Innovation

B.A., Management