Joe, Harrish
Prime Capital Investment Advisors
6201 College BoulevardSuite 150
Overland Park, KS 66211
9134916226
About Prime Capital Investment Advisors
Prime Capital Investment Advisors is a people-first organization. We thrive on collaboration, community and culture. Like any true team, we know that we achieve great things by working together. Prime Capital Investment Advisors was founded with a goal to provide the range of products and services to meet the expanding needs of individual clients. That goal is made a reality with the hiring of financial experts who are passionate about applying their knowledge and expertise to help clients reach for their financial goals. Watch this video to get a peek into the value of working with a Prime Capital Investment Advisor. https://vimeo.com/689800831
See Disclosures
General Information
Firm Start Year
1985
No. of Employees
100-499
CRD#
4734166
Firm CRD#
288712
Insurance License#
7977470
States Licensed in
KS, MO, IA
Years of Experience in Financial Services
20
Number of Years with Current Firm
4
Work Experience
Joe started his career in financial services at Ozark National Life and N.I.S Financial Services, helping individual clients with their investment and insurance needs. After seven years, he was promoted to Vice President and Agency Director, traveling across the U.S. conducting investment seminars and helping people with their financial plans, while being involved with the business operations of both companies. After eight years of managing 200+ registered representatives and two businesses, he felt that he had established an ideal foundation for starting his career as a financial advisor, and he joined Prime Capital Investment Advisors.
Work with the following types of clients
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Investment Advice & Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 65
Insurance and Annuity Licenses
Disability, Life
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Fee % Based on Assets
.5% - 1.5%
Education
Organizational Management - Business/HR
Colorado Christian University
10/01/1999 -06/01/2001
Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1888594/financialplanners-Prime-Capital-Investment-Advisors-detailed-disclosure.html
Disclaimer
Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (PCIA), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management (PCWM) and Qualified Plan Advisors (QPA).