Phoenix Arnold has been an investment adviser representative at Premier Financial Group since December 2023, and is not listed among the firm’s executive officers or direct owners.
Premier Financial Group Inc is an Eureka, CA firm with $820M under management, 593 clients and 12 advisers in one office, as of its March 2026 filing.
- Premier Financial Group IncCurrent– present · 2 yearsEureka, CA · Adviser representative · Firm CRD 107314
Investment adviser representative registrations
Phoenix Arnold is registered as an investment adviser representative in California, since December 2023.
- CaliforniaSince 25 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 December 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7834534
- Firm
- Premier Financial Group · CRD 107314
- Office
- 725 SIXTH STREET, Eureka, CA 95501-1103
- Registration
- Investment adviser registration
- In the industry since
- December 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Phoenix Arnold work?
Phoenix Arnold is an investment adviser representative registered through Premier Financial Group Inc since December 2023, and is not listed among the firm’s executive officers or direct owners.
Is Phoenix Arnold a financial advisor?
Yes. Phoenix Arnold has a current investment-adviser registration in California, through Premier Financial Group since December 2023.
How many years of experience does Phoenix Arnold have?
Phoenix Arnold has 2 years in the financial industry, since December 2023, across 1 adviser firm.
What exams has Phoenix Arnold passed?
Phoenix Arnold passed the Series 65 in December 2023.
Where is Phoenix Arnold based?
Phoenix Arnold’s registered office is in Eureka, CA.
Is Phoenix Arnold registered with FINRA?
No. Phoenix Arnold has no current broker registration.
How can I verify Phoenix Arnold’s record?
Search CRD 7834534 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Phoenix Arnold’s full registration record.
Jeremy SorciPrincipal, Director, Chief Compliance Officer, Vice President
Ginger WeberPrincipal, Director, Certified Financial Planner, President
Wayne CaldwellPrincipal, Director, Certified Financial Planner- Teresa ConleyPrincipal, Director, CEO, CFO
John GloorPrincipal, Director, Advisor- Charles RossPrincipal, Director