Priority Financial Services Inc.
Information by Research TrustFinance
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.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial