Our Team

Meet the Private Advisor Group team. Our team members are deeply principled, devoted to serving others, and committed to helping independent advisors, investors, and RIA firms thrive and grow.

Markets & Investments Advisor

Compliance Director

Compliance Specialist

Accounting and Advisor Compensation Associate

Managing Director, Chief Financial Officer

Financial Advisor

Transition Manager

Client Services Associate

Salesforce Administrator and Developer

LPL Registered Principal, Financial Advisor

Financial Advisor

Chief Information Officer and Chief Information Security Officer

Manager of Human Resources

Senior Wealth Manager

Marketing Director

Operations Project Manager

Financial Advisor

Financial Advisor

Financial Advisor

Transition Specialist

Marketing Manager

Financial Advisor

Manager of Advisor Experience

Financial Advisor

Financial Advisor

Business Development Manager

Managing Director, Chief Compliance Officer

Managing Director, Strategic Partner Relations

Managing Director West Region

Manager of Accounting and Advisor Compensation

Portfolio Administrator

Advisor Growth Associate

Staff Accountant

Director of Business Development

Client Service Associate

Compliance Specialist

Compliance Director

Managing Director, Chief Executive Officer

Director of Advisor Growth & Engagement

Senior Financial Planner

Financial Advisor

Managing Director, Chief Operating Officer

Senior Marketing Associate

Financial Advisor

Compliance Specialist

Business Development Executive

Billing Specialist

Network Administrator

Compliance Director

Managing Director, President

Director of Business Solutions

Financial Advisor

Operations Analyst

Compliance Specialist

Managing Director, Advisor Advocacy & Technology

Director of Advisor Growth & Development

Managing Director, Advisor Relations

Business Strategy Manager

RIA Registration, Legal Counsel

Financial Advisor

Compliance Liaison

Billing Supervisor

Compliance Specialist

Compliance Specialist

Compliance Specialist

Marketing Associate

Executive Assistant

You’re Invited To Grow With Us

Grow with us.