Michael
Allen
Prime Capital Investment Advisors, LLC
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About this Advisor
Michael Allen is a financial advisor based out of Leawood, Kansas. Allen is on the advisory team at Prime Capital Investment Advisors, LLC. The advisor has gained experience at Pacific Life, Pacific Select Distributors, Bancwest Investment Services Inc, First National Bank Of Omaha, First National Capital Markets, Cwm, LLC, Private Client Services, Prime Capital Investment Advisors, LLC and Cetera Advisor Networks. Allen has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to work in Kansas and Nebraska. Prime Capital Investment Advisors, LLC is a firm operating out of Leawood, KS. It has offices in 61 locations and a total of 305 employees. It handles $17 billion in assets under management between its 21,894 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises eight charitable organizations. Of its 21,894 accounts, just 5% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Prime Capital Investment Advisors, LLC provides 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 for financial management are based on the services provided. Fee types charged by Prime Capital Investment Advisors, LLC likely consist of any combination 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
Michael Allen Work History
Michael has been registered as a financial advisor for 0 years.*
Private Client Services
Prime Capital Investment Advisors, LLC
Cwm, LLC
Cetera Advisor Networks
First National Capital Markets
First National Bank Of Omaha
Bancwest Investment Services Inc
Pacific Life
Pacific Select Distributors
*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 Michael Allen 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
Round O, SC
Leawood, KS
Hammond, LA
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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