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, working with Prime Capital Investment Advisors, LLC. William has previously held positions at Ameritas Investment Corp, 20/20 Capital Management, Inc, 2020 Financial Advisors, and Prime Capital Investment Advisors. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, William is part of Prime Capital Investment Advisors, LLC, which operates out of Pompano Beach, 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
Services Offered
Fee Structure
Office Location
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Prime Capital Investment Advisors, LLC Brokerage Details
$24,362,866,552
353
30,635
$795,262
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
Prime Capital Investment Advisors
2020 Financial Advisors
Ameritas Investment Corp
20/20 Capital Management, Inc
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
Houston, TX
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Pasadena, CA
Leawood, KS
Springfield, MO
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