Priority Financial Partners

Priority Financial Partners (CRD# 165806) is a financial advisory firm headquartered in , . They manage $16,319,759 in 102 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • Average Account Value
    $159,998
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
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.

CO

Financial Advisors at Priority Financial Partners
Showing 1 - 3 of 3 top financial advisors.
1
Derek R. Lawson
CRD#: 5892074
Manhattan, KS
96
Wealthminder
score

Derek Lawson (CRD# 5892074) is an Investment Advisor Representative working at Priority Financial Partners in Manhattan, KS and has over 6 years of experience in the finance industry. Derek Lawson 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.

2
Trent D. Porter
CRD#: 5273644
143 E 10th Street, Durango, CO 81301
96
Wealthminder
score

Trent Porter (CRD# 5273644) is an Investment Advisor Representative working at Priority Financial Partners in Durango, CO and has over 11 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.

3
Mark J. Porter
CRD#: 6494431
Durango, CO
89
Wealthminder
score

Mark Porter (CRD# 6494431) is an Investment Advisor Representative working at Priority Financial Partners in Durango, CO and has over 2 years of experience in the finance industry.

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