Joshua
Null

Prime Capital Investment Advisors, LLC

CRD#6446690
Investment Advisor
in Fairhope, AL

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About this Advisor

Joshua Null is a financial advisor operating in Fairhope, Alabama with a total of 4 years of industry experience. Null is an employee of Prime Capital Investment Advisors, LLC. The advisor has gained experience at Platinum Supplemental Insurance, New York Life, Nylife Securities LLC, Null Financial Group, Eagle Strategies LLC, Proequities, Inc, Dba - Gulf Coast Financial Advisors and Prime Capital Investment Advisors, LLC. Null holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Alabama. Prime Capital Investment Advisors, LLC is a financial advisory firm that has its headquarters in Leawood, KS. The investment advisory business has offices in 61 locations and a total of 305 financial advisors. It oversees $17 billion in assets among its 21,894 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 21,894 accounts, just 5% are associated with high-net-worth investors who have at least $1 million in assets. Prime Capital Investment Advisors, LLC performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice depend on which services the firm provides the client. Fees charged by Prime Capital Investment Advisors, LLC most likely include asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

413 Johnson Avenue Suite #A
Fairhope, AL 36532

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Prime Capital Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$16,687,174,483

AL Average: $2,243,162,756
Total Number of Employees

305

AL Average: 44
Total Number of Accounts

21,894

AL Average: 4,091
Average Account Size

$762,180

AL Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Joshua Null Work History

Joshua has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Prime Capital Investment Advisors, LLC

2018 - Present (6 years)

Dba - Gulf Coast Financial Advisors

2018 - 2018 (< 1 year)

Eagle Strategies LLC

2018 - 2019 (1 year)

Proequities, Inc

2015 - 2018 (3 years)

New York Life

2015 - 2018 (3 years)

Nylife Securities LLC

2015 - 2018 (3 years)

Null Financial Group

2009 - 2015 (6 years)

Platinum Supplemental Insurance

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Joshua Null to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prime Capital Investment Advisors, LLC

Donald Paul
Leawood, KS
Matt Waters
Leawood, KS
Jeremiah Pangan
Leawood, KS
Jon Gwatney
Hammond, LA
Neill Yelverton
Leawood, KS
Michael Smoots
Leawood, KS
Scott Johnson
Round O, SC
Brandon Lee
Leawood, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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