Thomas
Carreras
Prime Capital Investment Advisors, LLC
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About this Advisor
Thomas Carreras is a chartered financial consultant based out of West Palm Beach, Florida with a total of 1 year of relevant experience. Carreras works at Prime Capital Investment Advisors, LLC. Their career trajectory has included roles at Carreras Financial Services, Inc, Ameritas Investment Corp, 20/20 Capital Management, Inc, 20/20 Financial Advisors, Private Client Services and Prime Capital Investment Advisors. Carreras maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Prime Capital Investment Advisors, LLC is an advisory firm that has its headquarters in Leawood, KS. It has offices in 61 locations and a total of 305 advisors. It administers $17 billion in assets under management among its 21,894 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises eight charities and foundations. Of its 21,894 client accounts, just 5% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm has 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 advisory fee schedules typically depend on the type of financial services. Fees charged by Prime Capital Investment Advisors, LLC likely consist 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
Thomas Carreras Work History
Thomas has been registered as a financial advisor for 1 years.*
Private Client Services
Prime Capital Investment Advisors
Carreras Financial Services, Inc
20/20 Capital Management, Inc
20/20 Financial Advisors
Ameritas Investment Corp
*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 Thomas Carreras 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
Leawood, KS
Leawood, KS
Hammond, LA
Leawood, KS
Leawood, KS
Round O, SC
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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