Richard
Barkley
Prime Capital Investment Advisors, LLC
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About this Advisor
Richard Barkley is a financial advisor who works out of Boerne, Texas with a total of 5 years of relevant experience. Barkley works at Prime Capital Investment Advisors, LLC. Throughout their career, they have worked at Focused Fitness / Athletic Republic, Champion Group, Ironwood Midstream, Securian Financial Services Inc, Minnesota Life Insurance Co, Symmetry Financial Solutions, Private Client Services and Prime Capital Investment Advisors, LLC. Barkley maintains Series 66 and Series 63 licenses, designating them as a securities representative, and can operate in Texas. Prime Capital Investment Advisors, LLC is a company headquartered in Leawood, KS. The company has offices in 61 locations and a total of 305 advisors. It has $17 billion in total assets among its 21,894 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises eight charitable organizations. Of its 21,894 client accounts, just 5% belong to high-net-worth investors who have more than $1 million in assets. The advisory firm offers a number 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. Financial advisory fee schedules typically depend on the financial services offered. Fees billed by Prime Capital Investment Advisors, LLC can include some 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
Richard Barkley Work History
Richard has been registered as a financial advisor for 5 years.*
Prime Capital Investment Advisors, LLC
Securian Financial Services Inc
Minnesota Life Insurance Co
Symmetry Financial Solutions
Private Client Services
Champion Group
Ironwood Midstream
Focused Fitness / Athletic Republic
*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 Richard Barkley 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
Leawood, KS
Hammond, LA
Round O, SC
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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