William
Carey
Prime Capital Investment Advisors, LLC
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About this Advisor
William Carey is a financial advisor based in Pompano Beach, Florida with 1 year of relevant experience. Carey is currently employed by Prime Capital Investment Advisors, LLC. During their career, Carey has held roles at Ameritas Investment Corp, The Raw Kitchen, 20/20 Capital Management, Inc, 2020 Financial Advisors and Prime Capital Investment Advisors. Carey holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Prime Capital Investment Advisors, LLC is a registered investment firm that has its headquarters in Leawood, KS. The firm has offices in 61 locations and a total of 305 people on staff. It manages $17 billion in assets under management among its 21,894 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 21,894 customer accounts, just 5% are held by high-net-worth clients who have greater than $1 million in investable assets. Prime Capital Investment Advisors, LLC offers 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. Fees charged by financial advisors vary depending on the financial services provided. Fee types billed by Prime Capital Investment Advisors, LLC may include some blend 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
William Carey Work History
William has been registered as a financial advisor for 1 years.*
Prime Capital Investment Advisors
2020 Financial Advisors
Ameritas Investment Corp
20/20 Capital Management, Inc
The Raw Kitchen
*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 William Carey 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
Leawood, KS
Leawood, KS
Round O, SC
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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