Richard
Parry

Prime Capital Investment Advisors, LLC

CRD#1902176
Investment Advisor
in Stamford, CT

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About this Advisor

Richard Parry is a financial advisor based in Stamford, Connecticut, working with Prime Capital Investment Advisors, LLC. Richard has previously held positions at Liberty Wealth Advisors, LLC, Cetera Advisor Networks LLC, Liberty Wealth Advisors LLC, and Prime Capital Investment Advisors, LLC. Richard has passed the Series 63 regulatory exam and is registered to provide services in Connecticut, Delaware, Florida, Massachusetts, Michigan, and Pennsylvania. Currently, Richard is part of Prime Capital Investment Advisors, LLC, which operates out of Stamford, Connecticut. The firm has 70 offices and 353 employees. The firm manages assets totaling $24.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Prime Capital Investment Advisors, LLC includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

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

707 Summer St. 4Th Floor
Stamford, CT 06901

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Prime Capital Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$24,362,866,552

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

353

CT Average: 44
Total Number of Accounts

30,635

CT Average: 4,091
Average Account Size

$795,262

CT 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

Richard Parry Work History

2022 - Present (2 years)

Prime Capital Investment Advisors, LLC

2022 - Present (2 years)

Prime Capital Investment Advisors, LLC

2021 - 2022 (1 year)

Liberty Wealth Advisors LLC

2013 - 2019 (6 years)

Cetera Advisor Networks LLC

2012 - 2021 (9 years)

Liberty Wealth Advisors, LLC

Disclosures

Please visit the SEC profile of Richard Parry 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

Haley Hazem
Leawood, KS
Wendy Perrin
Leawood, KS
Marco Osorio
Leawood, KS
Jasen Mangrum
Leawood, KS
Christian Conner
Springfield, MO
Logan Soll
Royal Oak, MI
Steven Mcbrayer
Leawood, KS

The content in this profile was updated by SmartAsset on 6/19/2024. 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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