Tucker
Payne

Prime Capital Investment Advisors, LLC

CRD#7256574
Investment Advisor
in Columbus, IN

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About this Advisor

Tucker Payne is a financial advisor based in Columbus, Indiana, working with Prime Capital Investment Advisors, LLC. Tucker has previously held positions at Columbus North High School, Adidas America, Indianapolis Indians, Northwestern Mutual Life, Giesting Financial, Prime Capital Investment Advisors, LLC, and Wabash College. Tucker has passed the Series 65 regulatory exam and is registered to provide services in Indiana and Texas. Currently, Tucker is part of Prime Capital Investment Advisors, LLC, which operates out of Columbus, Indiana. 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 65

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

134 Westwood Blvd
Columbus, IN 47201

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Prime Capital Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$24,362,866,552

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

353

IN Average: 44
Total Number of Accounts

30,635

IN Average: 4,091
Average Account Size

$795,262

IN 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

Tucker Payne Work History

2021 - Present (3 years)

Giesting Financial

2021 - Present (3 years)

Prime Capital Investment Advisors, LLC

2020 - 2021 (1 year)

Northwestern Mutual Life

2019 - 2019 (< 1 year)

Indianapolis Indians

2019 - 2020 (1 year)

Wabash College

2018 - 2019 (1 year)

Wabash College

2015 - 2018 (3 years)

Adidas America

2013 - 2015 (2 years)

Columbus North High School

Disclosures

Please visit the SEC profile of Tucker Payne 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
Aaron Kolich
Leawood, KS
Matt Waters
Leawood, KS
Marco Osorio
Leawood, KS
Steven Mcbrayer
Leawood, KS
Scott Duba
Leawood, KS
Richard Murray
Leawood, KS
Tim Dowden
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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