Company Information

Get to know Priority Financial Services Inc.

Founded in 1997, Priority Financial Services (PFS) is a premier financial services firm headquartered in Vienna, Virginia. The company operates as a Registered Investment Advisor (RIA) and serves as a large Office of Supervisory Jurisdiction (OSJ) for LPL Financial, one of the largest independent broker-dealers in the United States. PFS specializes in providing a robust support platform for independent financial advisors, which includes compliance, technology, and practice management resources. For end-clients, the firm and its affiliated advisors offer a wide range of services including comprehensive financial planning, investment management, retirement planning, and estate planning, focusing on a holistic approach to wealth management.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Priority Financial Services Inc.

United States

Founded in

2000 (26 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.