Premier Financial Group Inc.

Premier Financial Group Inc. (CRD# 107314) is a financial advisory firm headquartered in Eureka, CA. They manage $434,644,331 in 922 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    435
    MILLION
  • Total Number of Accounts
    922
    ACCOUNTS
  • Average Account Value
    $471,415
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX

Financial Advisors at Premier Financial Group Inc.
Showing 1 - 10 of 13 top financial advisors.
1
Wayne O. Caldwell
CRD#: 1252052
725 Sixth Street, Eureka, CA 95501
93
Wealthminder
score

Wayne Caldwell (CRD# 1252052) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 33 years of experience in the finance industry.

2
Teresa I. Conley
CRD#: 4594954
725 Sixth Street, Eureka, CA 95501
93
Wealthminder
score

Teresa Conley (CRD# 4594954) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 11 years of experience in the finance industry.

3
Francoise R. Crandell
CRD#: 4777896
725 Sixth Street, Eureka, CA 95501
93
Wealthminder
score

Francoise Crandell (CRD# 4777896) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 13 years of experience in the finance industry.

4
John C. Gloor
CRD#: 1571556
725 Sixth Street, Eureka, CA 95501
93
Wealthminder
score

John Gloor (CRD# 1571556) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 31 years of experience in the finance industry.

5
Carla J. Simpson
CRD#: 4805864
725 Sixth Street, Eureka, CA 95501
93
Wealthminder
score

Carla Simpson (CRD# 4805864) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 11 years of experience in the finance industry.

6
Bruce A. Smith
CRD#: 4594958
725 Sixth Street, Eureka, CA 95501
93
Wealthminder
score

Bruce Smith (CRD# 4594958) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 10 years of experience in the finance industry.

7
Ginger L. Weber
CRD#: 2975033
725 Sixth Street, Eureka, CA 95501
93
Wealthminder
score

Ginger Weber (CRD# 2975033) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 20 years of experience in the finance industry.

8
Jeremy R. Sorci
CRD#: 6128429
725 Sixth Street, Eureka, CA 95501
90
Wealthminder
score

Jeremy Sorci (CRD# 6128429) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 4 years of experience in the finance industry.

9
Dustin G. Littlefield
CRD#: 6206003
725 Sixth Street, Eureka, CA 95501
89
Wealthminder
score

Dustin Littlefield (CRD# 6206003) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 3 years of experience in the finance industry.

10
Korey T. Langhals
CRD#: 6094644
725 Sixth Street, Eureka, CA 95501
88
Wealthminder
score

Korey Langhals (CRD# 6094644) is an Investment Advisor Representative working at Premier Financial Group Inc. in Eureka, CA and has over 3 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.