Companies starting with P

Pacific Capital Wealth Advisers, Inc d/b/a/ Pacific Capital

Ryan Purdie (951) 274-3484 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/8/11

Pacific Mountain Advisor, Inc

Michael F. Meara This email address is being protected from spambots. You need JavaScript enabled to view it. (831) 706-2763
  • Date of Joining Protocol 1/28/13

Pacific Point Advisors, LLC f/k/a Frank Advisors, LLC

Norman Weaver

(435) 336-6400

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    09/22/2016

    firm name and contact changed September 28, 2016

Pacific Sun Financial Corp.

Patrick J. Burns, Jr.

(310) 275-5059

 

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

     

    8/1/2016

Pacific West Financial Consultants, Inc.

Tony Pizelo (425) 271-3550 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/23/2010 - Withdrew as Member (Notice Provided June 21, 2012)

Pacific West Securities, Inc.

Tony Pizelo (425) 271-3550 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/17/2009 Withdrew as Member (Notice Provided June 21, 2012)

Packerland Brokerage Services

  • Date of Joining Protocol January 4, 2011 - Withdrew as Member (Notice Provided April 19, 2011)

Pactolus Holdings, LLC

Milt Johns 703-216-3205 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/18/10

Palen Financial LLC

Frederick Palen 563.344.5888 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/27/12

Palladium Partners, LLC

Katherine C. Willis (757) 305-1503 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol May 20, 1010

Palmetto Wealth Management LLC

John Gustafson (843) 589-9535 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/20/09

Palomar Financial Services LLC

Chris Radford (866) 602-8228 ext. 101 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/6/14

Pandolfo Capital LLC(formerly PCapital, LLC)

Peter C. Pandolfo, Jr. (609) 924-9130 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/2/08

Parallel Advisors, LLC

C. J. Rendic (415) 839-8439 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/19/09

Parallel Wealth, LLC d/b/a Parallel Wealth Management

Darien Croce

(925) 303-5246

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    3/15/2017

Parisi Gray Wealth Management, LLC

John Parisi

(973) 358-4922

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    12/28/2016

Park Avenue Securities, LLC

John Palazzetti (212) 919-7254 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/7/14

Parker Wealth Advisors Inc.

Chad parker 530-518-2423 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/30/12

Parkland Securities LLC f/k/a Sammons Securities Company, LLC

Jennifer Bacarella This email address is being protected from spambots. You need JavaScript enabled to view it. (734) 663-1611
  • Date of Joining Protocol 8/9/11

Parks' Southwestern Enterprises, LLC

Patrick J. Burns, Jr. (310) 275-5059 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9-Mar-16

Partners Investment Network, Inc.

Mark Ostersmith (509) 838-4432 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/14/09

Partnervest Advisory Services, LLC

Kenneth R. Hyman (805) 966-1266 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/17/10

Paulson Investment Company, Inc.

Nils Ericson (503) 243-6034 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/24/11

Pavis Financial Management Limited

Robert A Newton +44 151 706 0701 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/26/13

PCG Asset Management, LLC

Matthew Tuttle (203) 564-1956 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/26/09

Peachtree Wealth Management, LLC

John D. Champagne (678) 904-0594 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/2/10

Peak Brokerage Services, LLC

Scott Whitten

(561) 612-0847

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    April 29, 2016

    Contact information amended 8/9/16

Peak Financial Management, Inc. f/k/a Aiguille Financial Advisors, Inc.

Bardie Wolfe (810) 569-4375 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol September 29, 2015 Contact information updated 10/9/15

Peak Wealth Advisors, Inc.

Don Ramirez (805) 233-7012 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/24/09

Peninsula Wealth LLC

Rahul Shah 650 - 477 - 2126 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol January 22, 2010 Withdrew as Member (effective November 15, 2013)

Penn Guardian Investment Counsel, LLC

Thomas A. McDevitt (215) 990-0781 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/14/14

Pennington Partners & Co., LLC

Rodd Macklin

(202) 386-6104

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    March 14, 2016

    Contact information updated 4/12/16

Peoples Bank

Jason A. Phipps

(937) 283-3109

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    01/26/2017

Per Stirling Capital Management, L.L.C.

Robert Stirling Phipps, III (512) 628-2300 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/5/13

Peregrine Diversified Investment Services Corp.

Rita Tandaric (312) 775-3557 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/23/11

Peroff Financial Group

Douglas Siddoway (509) 747-2052 This email address is being protected from spambots. You need JavaScript enabled to view it. Shawn B. Peroff (509) 475-3860
  • Date of Joining Protocol 3/27/09

Personal Financial Consultants, LLC

Patricia A. Pannell (888) 557-3272 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/8/12

Pflueger & Baerwald Inc.

Patricia M. Neys 415.421.4171 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/19/12

Philadelphia Investment Partners, LP

Peter C. Zeuli (856) 210-6779 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/8/09

Phoenix Financial Engineering

David Bonnichsen

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    05/30/2016

Pillar Wealth Management Co.

William J. Meland (608) 833-9100 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/20/09

Pin Oak Investment Advisors Inc.

Barrett Rouse

(713) 871-8300

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    12/19/2016

Pinnacle Advisory Services

David James

(615) 743-8271

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    06/10/2016

Pinnacle Asset Management

Gary L. Collier (615) 690-1418 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/1/15

Pinnacle Investments, LLC

Eric D. Krouse (315) 251-1101 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/9/09

Pinnacle Peak Private Client Group, LLC

Patrick J. Burns, Jr.

(310) 275-5059

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    January 20, 2016

Pinnacle Portfolio Advisors, LLC

Todd Schwartz, Esq.

(503) 344-4346

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    3/17/2017

Pinnacle Wealth Management Group, Inc.

Daniel A. Cesta (734) 667-5581 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 02/28/17

PKS Advisory Services, LLC

Keith Flood (581) 436-3536 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/9/09

PlanMember Securities

Wesley Ryan Dickerson

(800) 874-6910 (x2556)

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    10/1/2016

    Withdrew as member (Effective 12/25/16)

Planning Solutions Group, LLC

Robert Carson (301) 543-6000 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol August 7, 2012 Withdrew as Member (effective June 21, 2013) Rejoined September 9, 2013

Plant Investment Services, Inc.

Steven Plant (952) 767-1704 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/2/09

Platinum Wealth Partners Inc.

David Potter

(813) 579-1662

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    5/3/2016

Poehling Capital Management, Inc.

Gery Sadzewicz 800-969-2208 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/28/11

Point Bridge Capital, LLC

Hal Lambert (817) 632-2504 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/1/13

Polar Investment Counsel, Inc.

Peter A. Cantwell (312) 372-3000 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/7/11

Polaris Equity Management, Inc.

Jeffrey J. Powell (415) 263-5600 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/5/09

Polaris Greystone Financial Group, LLC f/k/a Polaris Wealth Advisers, LLC

Jeffrey Powell (415) 263-5600 This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    September 6, 2012

    Company Name amended 3/21/16

    Withdrew as Member (Notice received 12/5/16)

     

Ponte Vedra Financial, LLC

Andrew Pheiff (904) 280-1075 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/12/09

Poplar Global Wealth Management LLC

Sammy Sung (310) 275-5059 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 10/17/12

Portfolio Capital Management, Inc.

James Bailey (704) 200-0803 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/27/15

Portia Advisors, LLC

Corey S. Kupfer (201) 705-1200 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/4/14

Portland Private Wealth Management, Inc.

Todd E. Schwartz (503) 344-4346 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/10/14

Potiphar Capital Management, LLC

Ben Jackson This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 12/24/12

Praxis Fiduciary Advisors, LLC

Douglas G. Prince (317) 414-7464 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/8/12

Precipio Wealth Management, LLC f/k/a Parrish & Company Private Wealth Management, LLC

Edgar L. Parrish (703) 773.2474 ext. 201 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/14/09

Premia Global Advisors, LLC f/k/a Altriak Wealth Advisors, LLC

Miguel Sosa

(786) 646-9140

This email address is being protected from spambots. You need JavaScript enabled to view it. 

  • Date of Joining Protocol

    January 8, 2016

    Information amended 1/21/16

Prestige Capital Advisors, LLC

Jim Blackwell (404) 759 - 5699 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/17/10

Prestige Wealth Management Group, LLC

Alan Gilmore This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol October 10, 2011 Withdrew as Member (Effective December 22, 2014)

Preston Wealth Management

Alexander P. Cole This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/20/12

PRIME Financial Services, Inc.

David W. Rommelmann (303) 586-9889 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/11/10

Prime Wealth Management L.L.C

Anthony Paduano 212-785-9100 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/25/12

PrimeSolutions Securities, Inc

Victor Bull (440) 230-5400 (ext. 102) This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 8/24/10

Private Advisor Group, LLC

Patrick Sullivan (973) 538-7010 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/17/13

Private Client Advisors, LLC

Jim Thorn (408) 856-6224 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/13/12

Private Client Wealth Advisors, LLC

R. Barrett Steelman (303) 945-2222 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/8/15

Private Portfolio Partners, LLC

Richard G. Dragotta (201) 839-0364 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/9/15

Processus Wealth & Capital Management, LLC

Ronald Caesar (770) 792-4461 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 11/18/10

ProEquities, Inc.*

Brad Rodgers

205-26801113

This email address is being protected from spambots. You need JavaScript enabled to view it.


*See specific qualifications regarding this firm

 

Professional Financial Management, Inc.

Mark Vander Linden (920) 687-2600 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/22/10

Progress Financial Services

Stuart Bridges (256) 319-3656 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/10/14

Prometheus Wealth Management, LLC

Victor Onate (706) 373-3654 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 9/22/15

Proper Wealth Management

Jared Toren (917) 647-5740 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 4/2/15

Prospera Financial Services, Inc.

Sandi Rai

(972) 581-3021

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    November 17, 2008

    Contact information amended 1/15/2016

Prosperity Bank*

Kelly Park

(361) 572-6556

This email address is being protected from spambots. You need JavaScript enabled to view it.


 

*See specific qualifications regarding this firm

  • Date of Joining Protocol

    3/15/2017

Prota Financial, LLC

Mark Radulovich

(713) 568-8171

This email address is being protected from spambots. You need JavaScript enabled to view it.

  • Date of Joining Protocol

    April 29, 2016

Protected Investors of America

Len Stecklow This email address is being protected from spambots. You need JavaScript enabled to view it. (415) 869-5954
  • Date of Joining Protocol 7/22/11

Providence Wealth Advisory, LLC

  • Date of Joining Protocol 1/30/09

Providus Advisors, LLC f/k/a McGinley Financial Advisory, LLC

Michael McGinley 480-704-3024 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/30/13

Providus Advisors, LLC

Michael McGinley 480-704-3024 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/22/13

Puplava Securities, Inc.

Scott Middleton 858.487.3939 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/30/11

Pure Capital Management Limited

Daniel J. Donovan (410) 685-8800 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 2/10/10

Pure Wealth Management, Inc.

Jason Tani 562 - 865 - 5050 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 7/13/10

Purshe Kaplan Sterling Investments, Inc.

J. Peter Purcell (518) 436-3536 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 3/9/07

Purus Wealth Management, LLC

Patrick J. Burns, Jr. (310) 275-5059 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/19/15

PW Capital LLC doing business as P & W Global Advisors

Michael Parikh (617) 478-4850 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 5/9/08

PWA Financial f/k/a Penn Wealth Advisors, LLC

Michael Carlucci (877) 576-4248 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 1/9/13

PWM, LLC

Jennifer Paulson (630) 517-2950 This email address is being protected from spambots. You need JavaScript enabled to view it.
  • Date of Joining Protocol 6/4/09