Richard
Gleason

Prime Capital Investment Advisors, LLC

CRD#5928056
Investment Advisor
in Boerne, TX

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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

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

616 E Blanco Suite #201-A
Boerne, TX 78006

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Prime Capital Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$24,362,866,552

TX Average: $2,243,162,756
Total Number of Employees

353

TX Average: 44
Total Number of Accounts

30,635

TX Average: 4,091
Average Account Size

$795,262

TX Average: $548,316

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

2018 - Present (7 years)

Prime Capital Investment Advisors, LLC

2018 - 2019 (1 year)

Private Client Services

2011 - 2018 (7 years)

Wells Fargo

2006 - 2015 (9 years)

Wells Fargo Bank

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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

Christian Conner
Springfield, MO
Logan Soll
Royal Oak, MI
Richard Murray
Leawood, KS
Jasen Mangrum
Leawood, KS
Haley Hazem
Leawood, KS
Scott Duba
Leawood, KS
Jennifer Flaherty
Leawood, KS

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