Richard
Gleason
Prime Capital Investment Advisors, LLC
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About this Advisor
Richard Gleason is a financial advisor based in Boerne, Texas, working with Prime Capital Investment Advisors, LLC. Richard has previously held positions at Private Client Services, Prime Capital Investment Advisors, LLC, Wells Fargo Bank, and Wells Fargo. Richard has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Richard is part of Prime Capital Investment Advisors, LLC, which operates out of Boerne, Texas. 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
Richard Gleason Work History
Prime Capital Investment Advisors, LLC
Private Client Services
Wells Fargo
Wells Fargo Bank
Disclosures
Please visit the SEC profile of Richard Gleason 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
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
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