Owensboro, KY Frederica St. Office
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Private Advisor Group, LLC
Enterprise
Firm-wide stats for Private Advisor Group, LLC
About
Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses and retirement plans, providing both discretionary and non‑discretionary portfolio management, financial planning, retirement plan consulting and access to wrap and non‑wrap advisory programs. The firm also offers managed account solutions including its proprietary WealthSuite, third‑party TAMPs and custodian programs, annuity allocation services, alternative investments through CAIS, and held‑away management for certain participant accounts via Pontera.
PAG describes its advisory model as fiduciary‑based: investment adviser representatives gather client goals and risk tolerances, then either act as portfolio managers or assist clients in selecting managers and model portfolios from strategists such as Fidelity, BlackRock and Invesco. The firm uses technology platforms (Orion for WealthSuite, Pontera for held‑away assets) and employs a range of methods (asset allocation, fundamental, technical, trading and both long‑ and short‑term strategies) while often implementing advice through third‑party managers and TAMPs.
Noteworthy features in the brochure include that certain IARs are licensed attorneys who may provide legal services in their individual capacities and that some IARs serve as real estate brokers, dealers or investors and may recommend real estate transactions — relationships the firm discloses and seeks to manage. The brochure also discloses an ownership link and business relationships with LPL and affiliated entities, a proprietary WealthSuite that receives model‑provider revenue shares used to offset platform costs, and a recent SEC enforcement matter concerning mutual fund share‑class disclosures for which the firm agreed to remedial measures and payment.
Based on Private Advisor Group, LLC
Location
3402 Frederica St.
Owensboro KY 42301
Advisors at this office
3
Advisors at this office
Emma G
CFP®, Series 65
Owensboro, KY
Private Advisor Group, LLC
Emma Goetz is a CFP® professional with four years of experience, currently affiliated with Private Advisor Group, LLC. She has worked at Retirement & Financial Strategies and Hensley & Throneberry CPAs, and has provided tax advice and preparation services independently of her investment advisory role. Ms. Goetz is also engaged in co-owning financial services practices outside of Private Advisor Group. Private Advisor Group serves a broad client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering discretionary and non-discretionary portfolio management, financial planning, and access to various managed account solutions. The firm utilizes a fiduciary-based advisory model incorporating proprietary and third-party strategies supported by technology platforms.
Evan G
CFP®, Series 65
Owensboro, KY
Private Advisor Group, LLC
Evan Goetz is a CFP® with two years of experience, currently serving as an advisor at Private Advisor Group, LLC. Prior to joining the firm, he worked in roles at Western Kentucky University and Owensboro Country Club. He is a board member of the Owensboro Lions Club, a charitable organization in his community. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers a variety of managed account solutions, including proprietary platforms and third-party programs.
Kelsey P
Series 66
Owensboro, KY
Private Advisor Group, LLC
Kelsey Peacock is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 14 years of industry experience. She has worked at Private Advisor Group since 2015 and previously was with LPL Financial and Money Concepts Capital Corp. In addition to her advisory role, she is a commissioned notary. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and a variety of managed account solutions, including its proprietary WealthSuite platform. The firm operates a fiduciary-based advisory model that leverages technology and third-party managers to tailor investment strategies to client goals and risk tolerances.
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