Sarah
Harris
Prime Capital Investment Advisors, LLC
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About this Advisor
Sarah Harris is a financial advisor working out of Leawood, Kansas with 6 years of relevant experience. Harris is currently employed by Prime Capital Investment Advisors, LLC. During their career, the advisor has held roles at Lawing Financial, Cambridge Investment Research, Inc, Hotel Zaza (Z Resorts), University Of Texas At Dallas, Prime Capital Investment Advisors, LLC, Private Client Services and The Charles. Harris maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Prime Capital Investment Advisors, LLC is a financial advisory firm headquartered in Leawood, KS. The company has offices in 61 locations and a total of 305 employees. It oversees $17 billion in assets under management 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 customer accounts, just 5% belong to high-net-worth clients who have at least $1 million in investable 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 management fees are based on which services the firm provides the client. However, fees billed by Prime Capital Investment Advisors, LLC can consist of 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
Sarah Harris Work History
Sarah has been registered as a financial advisor for 6 years.*
The Charles
Prime Capital Investment Advisors, LLC
Private Client Services
Lawing Financial
Cambridge Investment Research, Inc
University Of Texas At Dallas
Hotel Zaza (Z Resorts)
*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 Sarah Harris 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
Hammond, LA
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
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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