Priority Financial Partners

Priority Financial Partners (CRD# 165806) is a financial advisory firm headquartered in , . They manage $9,065,774 in 82 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at Priority Financial Partners
Showing 1 - 2 of 2 top financial advisors.
Trent D. Porter
CRD#: 5273644
1624 Market Street, Suite 202, Denver, CO 80202

Trent Porter (CRD# 5273644) is an Investment Advisor Representative working at Priority Financial Partners in Denver, CO and has over 10 years of experience in the finance industry. Trent Porter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Mark J. Porter
CRD#: 6494431
Durango, CO

Mark Porter (CRD# 6494431) is an Investment Advisor Representative working at Priority Financial Partners in Durango, CO and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.