Priority Financial Group
Trina Furler currently serves as the Compliance and Registration Manager at Priority Financial Group, a position held since June 2022. Prior to this role, Trina Furler was a Senior Compliance Principal at Advisor Group from April 2021 to June 2022 and worked at Securities America Inc. from September 2013 to April 2021 in various capacities, including Sales Supervision Manager for Training/Projects/Analysts, Training Manager and Quality Assurance in Sales Supervision, and Regional Sales Supervision Principal. Earlier experience includes serving as a Compliance Specialist/Field Auditor and Contract/Licensing Specialist at Woodmen of the World Life Insurance Society from March 2007 to September 2013. Trina Furler holds multiple industry licenses, including Series 7, 24, 63, 66, 4, and 53.
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Priority Financial Group
Priority Financial Group (PFG) empowers financial advisors and credit unions to deliver high quality financial planning and advice. PFG Advisors (PFGA), the affiliated hybrid RIA, provides advisors with a choice of affiliation options and access to Charles Schwab, TD Ameritrade, fintech and other trading platforms. We have offices throughout Arizona, California, New Mexico, Oregon and Texas, and have been servicing the financial planning and financial institution industries for over 20 years. We provide comprehensive compliance oversight, program management and a sales management system that enable our clients to achieve their goals. Specialties: Executive level leadership and developing new business opportunities through innovation and collaboration. Building client friendly wealth management programs for Financial Institutions; Helping Financial Advisors reach their personal and professional goals. We connect quality Advisors with quality Financial Institutions. Please see www.pfgteam.com for additional information and disclosures. Third-party comments may not be representative of all client experiences.