Alex
Astin

Prime Capital Investment Advisors, LLC

CRD#6895533
Investment Advisor
in Destin, FL

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About this Advisor

Alex Astin is a financial advisor based in Destin, Florida, working with Prime Capital Investment Advisors, LLC. Alex has previously held positions at Edward Jones, Beach Chairs 4 U, Piedmont College, Regions Bank, Cetera Investment Services LLC, Student, Cherry Wealth Advisors, Burns Estate Planning, Burns Wealth Advisors, and Prime Capital Investment Advisors, LLC. Alex has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Alex is part of Prime Capital Investment Advisors, LLC, which operates out of Destin, Florida. 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 66

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

200 Calusa Blvd, Suite #100
Destin, FL 32541

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Prime Capital Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$24,362,866,552

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

353

FL Average: 44
Total Number of Accounts

30,635

FL Average: 4,091
Average Account Size

$795,262

FL 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

Alex Astin Work History

2022 - Present (2 years)

Prime Capital Investment Advisors, LLC

2021 - Present (3 years)

Burns Estate Planning

2021 - 2022 (1 year)

Burns Wealth Advisors

2020 - 2021 (1 year)

Cherry Wealth Advisors

2020 - 2021 (1 year)

Cherry Wealth Advisors

2019 - 2020 (1 year)

Cetera Investment Services LLC

2018 - 2018 (< 1 year)

Edward Jones

2018 - 2020 (2 years)

Regions Bank

2016 - 2017 (1 year)

Piedmont College

2013 - 2016 (3 years)

Beach Chairs 4 U

2012 - 2016 (4 years)

Piedmont College

2010 - 2016 (6 years)

Student

Disclosures

Please visit the SEC profile of Alex Astin 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

John M Burke
Leawood, KS
Marco Osorio
Leawood, KS
Richard Murray
Leawood, KS
Jennifer Flaherty
Leawood, KS
Tim Dowden
Leawood, KS
Matt Waters
Leawood, KS
Scott Duba
Leawood, KS
Wendy Perrin
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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