PFG Advisors have access to high-quality, low-cost advisory solutions through the nation's leading custodians. Trading costs are among the lowest in the industry with no IRA fees, no inactive fees, and no small account fees. Also available are the latest in digital advice and robo technologies.
Charles Schwab & Co.
Charles Schwab is the leading custodian for independent advisors. The company has advocated for and supported the independent advisory industry for more than 30 years.
TD Ameritrade Institutional provides comprehensive brokerage and custody services to more than 4,000 fee-based, independent registered investment advisors (RIAs).
Over 80% of Orion's business is dedicated to serving financial advisors. PFG Advisors will benefit from an integrated client portal and mobile app offering for their clients.
Salesforce is the #1 CRM app in the world. PFG Advisors can deliver personalized service through this leading CRM and strengthen client relationships with efficient and proactive data tracking.
Securities America, Inc.
Securities America offers a balance of leading-edge technology and services often found at large broker-dealers with the personal people-focused culture advisors at small broker-dealers enjoy. It's the best of both worlds for PFG Advisors - innovative technology and personalized service.
A wholly owned subsidiary of Ladenburg Thalmann Financial Services, Inc. (NYSE American: LTS, LTS PrA), Securities America is one of the nation's largest independent broker-dealers with more than 2,200 independent advisors and nearly $72 billion in client assets.
PFG is a strategic partner with the nation's two largest clearing firms, providing our advisors with a choice of brokerage platforms. Our partnership is cost efficient for credit unions, advisors and members.
Fidelity Clearing & Custody Services
National Financial (NFS), a subsidiary of Fidelity Investments, has provided clearing and custody services for more than three decades.
For more than 75 years, Pershing has served a broad spectrum of financial advisors and offers clearing and custody solutions to meet their clients' needs.