PREMIER FINANCIAL GROUP INC

PREMIER FINANCIAL GROUP INC of EUREKA, CA is an SEC-registered investment adviser (CRD 107314). Regulatory assets under management: $819.9M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Corporations.

Officers, owners & control persons (14)

NameRoleLocation
Wayne Oliver CaldwellPRINCIPAL, DIRECTOR, CERTIFIED FINANCIAL PLANNER—
John Christian GloorPRINCIPAL, DIRECTOR, ADVISOR—
Charles Ronald RossPRINCIPAL, DIRECTOR; PRINCIPAL, DIRECTOR, ADVISOR—
Ginger Lynn WeberPRINCIPAL, DIRECTOR, CERTIFIED FINANCIAL PLANNER, PRESIDENT—
Teresa Irene ConleyPRINCIPAL, DIRECTOR, CEO, CFO; PRINCIPAL, DIRECTOR, CERTIFIED FINANCIAL PLANNER, VICE PRESIDENT, CFO—
Jeremy Robert SorciPRINCIPAL, DIRECTOR, CHIEF COMPLIANCE OFFICER; PRINCIPAL, DIRECTOR, CHIEF COMPLIANCE OFFICER, VICE PRESIDENT—
CALDWELL WAYNE OLIVERPRESIDENT, PRINCIPAL, DIRECTOR, FINANCIAL PLANNER; PRESIDENT, PRINCIPAL, FINANCIAL PLANNER, DIRECTOR; PRINCIPAL, CERTIFIED FINANCIAL PLANNER, DIRECTOR (+2 more)—
GLOOR JOHN CHRISTIANPRINCIPAL, DIRECTOR; PRINCIPAL, DIRECTOR, ADVISOR—
ROSS CHARLES RONALDPRINCIPAL, CERTIFIED FINANCIAL PLANNER, DIRECTOR; PRINCIPAL, DIRECTOR, ADVISOR; PRINCIPAL, DIRECTOR, CERTIFIED FINANCIAL PLANNER (+2 more)—
OLSEN ANGELE MARYADVISOR, REGISTERED PARAPLANNER, CHIEF COMPLIANCE OFFICER, DIRECTOR; CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, DIRECTOR—
WEBER GINGER LYNNPRESIDENT, PRINCIPAL, CERTIFIED FINANCIAL PLANNER, DIRECTOR; PRINCIPAL, DIRECTOR, CERTIFIED FINANCIAL PLANNER, PRESIDENT; VICE PRESIDENT (+2 more)—
SMITH BRUCE ANDERSONADVISOR, AIF, TREASURER, DIRECTOR; ADVISOR, PRINCIPAL, AIF, TREASURER, DIRECTOR; CHIEF COMPLIANCE OFFICER, ADVISOR, PRINCIPAL, AIF, TREASURER, DIRECTOR (+5 more)—
CONLEY TERESA IRENEDIRECTOR, CERTIFIED FINANCIAL PLANNER, VICE PRESIDENT; PRINCIPAL, DIRECTOR, CERTIFIED FINANCIAL PLANNER, VICE PRESIDENT; PRINCIPAL, DIRECTOR, CERTIFIED FINANCIAL PLANNER, VICE PRESIDENT, CFO—
SORCI JEREMY ROBERTCHIEF COMPLIANCE OFFICER; DIRECTOR, CHIEF COMPLIANCE OFFICER; PRINCIPAL, DIRECTOR, CHIEF COMPLIANCE OFFICER—

More on this firm