Steven
Mcbrayer
Prime Capital Investment Advisors, LLC
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About this Advisor
Steven Mcbrayer is a financial advisor based in Leawood, Kansas, working with Prime Capital Investment Advisors, LLC. Steven has previously held positions at various firms, including Td Ameritrade, Charles Schwab & Co., Inc, Charles Schwab Bank, Sackett Wealth Advisors, West Wealth Group, LLC, Bml Wealth Management, Private Client Services, Prime Capital Investment Advisors, LLC, M Holdings Securities, Inc, and Cooper Mcmanus Wealth Management. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Steven is part of Prime Capital Investment Advisors, LLC, which operates out of Leawood, Kansas. 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
Steven Mcbrayer Work History
Private Client Services
Prime Capital Investment Advisors, LLC
M Holdings Securities, Inc
West Wealth Group, LLC
Bml Wealth Management
Cooper Mcmanus Wealth Management
Unemployed /Covid Pandemic
Sackett Wealth Advisors
Charles Schwab & Co., Inc
Charles Schwab Bank
Unemployed / Sabbatical
Td Ameritrade
Td Ameritrade
Disclosures
Please visit the SEC profile of Steven Mcbrayer 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
Springfield, MO
Royal Oak, MI
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
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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