Chris, McNeal
Premier Investments & Wealth Management
5601 Executive Dr Suite 500Irving, TX 75038
2145509910
About Premier Investments & Wealth Management
Premier Investments & Wealth Management (formerly Financial Seminars, Inc.) is a financial services organization that was established in 1989. Our goal is to provide our clients, who are in need of financial services, a comprehensive approach to financial management. Through LPL Financial, our financial professionals may offer services through several select investment companies, yet have the flexibility to utilize other quality companies in the financial industry. We would like to assist you in pursuing your financial goals today and in the future.
See Disclosures
General Information
Firm Start Year
1989
CRD#
5440343
Firm CRD#
6413
Name of Broker/Dealer
LPL FINANCIAL LLC
States Licensed in
TX
Years of Experience in Financial Services
16
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management
Qualifications & Membership
Certifications, Accreditations & Designations
CFS
Securities Licenses
Series 6, Series 7, Series 65, Series 63
Insurance and Annuity Licenses
Variable Life, Annuity, Life, Variable Annuity, Long Term Care
Firm Information
Assets Managed by Advisor
$700,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
250K+
Compensation Methods
Based on Assets
Disclosures
FinancialPlanners.net provides referrals to financial professionals of LPL Financial, LLC (LPL). FinancialPlanners.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay FinancialPlanners.net cash compensation for these referrals, which creates the incentive for FinancialPlanners.net to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures