Marilou
Moursund
Prime Capital Investment Advisors, LLC
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About this Advisor
Marilou Moursund is a chartered financial analyst operating out of Leawood, Kansas with 1 year of industry experience. Moursund currently works for Prime Capital Investment Advisors, LLC. Their career trajectory has included roles at Prime Capital Investment Advisors, LLC, Harlandale Housing Corporation and Crossvault Capital Management, LLC. Moursund is able to advise clients in Texas. Prime Capital Investment Advisors, LLC is an advisory business that has its headquarters in Leawood, KS. The investment advisory business has offices in 61 locations and a total of 305 people on staff. It has $17 billion in assets under management across its 21,894 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to eight charities and foundations. Of its 21,894 client accounts, just 5% are held by high-net-worth clients who have greater than $1 million in investable assets. Prime Capital Investment Advisors, LLC performs a diverse set of services, including 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 are based on the type of services. Fees charged by Prime Capital Investment Advisors, LLC most likely include 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
Marilou Moursund Work History
Marilou has been registered as a financial advisor for 1 years.*
Prime Capital Investment Advisors, LLC
Harlandale Housing Corporation
Crossvault Capital Management, LLC
*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 Marilou Moursund 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
Round O, SC
Leawood, KS
Leawood, KS
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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