© 2018 PFG, Inc.

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Contact

PFG

Recruiting: (814)231-2227

Office: (814) 238-0544

Toll-Free: (800) 238-1734

Fax: (814) 235-3500

476 Rolling Ridge Drive

Suite 333

State College, PA 16801

info@pfginc.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Advisor Launchpad to provide information on a topic that may be of interest. Advisor Launchpad is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

 

Registered Representatives offering securities through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency, LLC), member FINRA/SIPC. Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

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Acquisition & B2B Opportunities

We are always looking for opportunities to increase our value proposition to our current and future associates. Growing our size and scalability is one way we are able to accomplish that goal. We are interested in acquiring and/or partnering with firms that meet the following criteria:
  • Corporate / Regional / OSJ structured firm with a back-office service and support model similar to PFG's
  • Federal or State RIA with a majority of its assets produced by its supervised investment advisor representatives
  • OCIO firm with an established performance track record and steady client base
If your firm matches any of these descriptions and you are interested in learning more about an opportunity to work with us, we'd love to hear from you!