Merlin
Hagan
Prime Capital Investment Advisors, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Prime Capital Investment Advisors, LLC Brokerage Details
$16,687,174,483
305
21,894
$762,180
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.*
Pclr, LLC
Prime Capital Investment Advisors, LLC
Hnfs Properties
Hagan-Newkirk Financial Services LLC
Private Client Services
Cambridge Investment Research, Inc
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
Leawood, KS
Hammond, LA
Round O, SC
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
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.