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Partner With Us

Financial Advisors

At PFG, we focus on building and sustaining supportive relationships. Our network of financial professionals is vast and varied in their business structure, offerings, and collaborative opportunities. Similarly, there are a variety of ways in which PFG can support you at any stage of your business in addition to our back-office services.

TRANSITION

bONUS

Availability based on your confirmed trailing 12 month GDC.

bOOK

Analysis

We conduct an account by account mapping to offerings in our platform and provide you a detailed fee impact analysis.

rEPAPERING

aSSISTANCE

Our dedicated onboarding team will help you repaper your book.

Office

Solutions

We will source and outfit office space for you based on your unique business needs.

No Contracts
We earn your business every day.
Download our
Firm Overview Sheet
to learn more about PFG and how we can be of service to you.
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Independent Advisors

As an independent business owner, you are used to being your own boss and calling the shots. We'll follow your lead.

 

Let's have a conversation about how we can customize our support model to best suit your unique needs.

Wirehouse Departures

Making the decision to become independent can be both exciting and daunting. Let our back office team take some of the weight off your shoulders.

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We can customize our service model to mirror what you are used to, or help you design your fresh start.

Succession Planning

We've assisted in succession plans and practice acquisitions since 1960. Whether you already have a plan in place, or are looking for the right successor - we can help in valuing your practice and negotiating succession terms.

Contact us to learn more
about what it means to
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Contact

PFG

Recruiting: (814)231-2227

Office: (814) 238-0544

Toll-Free: (800) 238-1734

Fax: (814) 235-3500

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476 Rolling Ridge Drive

Suite 333

State College, PA 16801

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info@pfginc.com

Check the background of your financial professional on FINRA's BrokerCheck.

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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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This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

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Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services

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© 2024 PFG, Inc.

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