Merlin
Hagan

Prime Capital Investment Advisors, LLC

CRD#1353956
Investment Advisor
in Little Rock, AR

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About this Advisor

Merlin Hagan is a certified financial planner working out of Little Rock, Arkansas who has 6 years of relevant experience. Hagan is an employee of Prime Capital Investment Advisors, LLC. Their career trajectory has included roles at Hagan-Newkirk Financial Services LLC, Hnfs Properties, Cambridge Investment Research, Inc, Lawing Financial, Inc, Prime Capital Investment Advisors, LLC, Private Client Services and Pclr, LLC. Hagan has a Series 63 license, certifying them as a securities broker, and can serve investors in Arkansas and Texas. Prime Capital Investment Advisors, LLC is a registered investment firm headquartered in Leawood, KS. It has offices in 61 locations and a total of 305 advisors. It handles $17 billion in assets across its 21,894 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves eight charitable organizations. Of its 21,894 accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Prime Capital Investment Advisors, LLC performs a number 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. Financial management fees usually are based on which services the firm provides the client. Fees charged by Prime Capital Investment Advisors, LLC can be comprised of some combination of asset-based, hourly, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 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

6325 Ranch Drive
Little Rock, AR 72223-7623

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Prime Capital Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$16,687,174,483

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

305

AR Average: 44
Total Number of Accounts

21,894

AR Average: 4,091
Average Account Size

$762,180

AR 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

Merlin Hagan Work History

Merlin has been registered as a financial advisor for 6 years.*

2019 - Present (5 years)

Pclr, LLC

2017 - Present (7 years)

Prime Capital Investment Advisors, LLC

2005 - Present (19 years)

Hnfs Properties

1989 - Present (35 years)

Hagan-Newkirk Financial Services LLC

2018 - 2021 (3 years)

Private Client Services

2011 - 2018 (7 years)

Cambridge Investment Research, Inc

2011 - 2017 (6 years)

Lawing Financial, Inc

*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 Merlin Hagan 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

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