Private Advisor Group (PAG) is a network of advisors that aims to be the best infrastructure support for hybrid independent advisors like The Philadelphia Group. They provide exceptional compliance and supervisory oversight, high-tech customer service and an attractive economic model.
LPL Financial offers PAG an integrated technology platform, trading and clearing, data management and reporting, practice management support, and monthly statements.
In order to ensure that we are successful, Private Advisor Group provides confidence, community, and control.
• Confidence – When working with Private Advisor Group, we feel confident that our business is being reviewed and monitored with relentless due diligence. They strive to ensure they’re ahead of the latest regulatory and compliance changes and their qualified staff is behind us every step of the way.
• Community – Private Advisor Group thrives on building relationships between their members. They work with over 500 independent advisors, so they know our business intimately.
• Control – They understand that we run our own business, so Private Advisor Group provides intuitive options and solutions for us, to ensure we control our own company.
Visit the Private Advisor Group website for more information.