Teddy
Awuah

Prime Capital Investment Advisors, LLC

CRD#5582484
Investment Advisor
in Houston, TX

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About this Advisor

Teddy Awuah is a financial advisor based in Houston, Texas, working with Prime Capital Investment Advisors, LLC. Teddy has previously held positions at John Hancock, John Hancock Distributors LLC, Comerica Securities, Inc, Penn Mutual Life Ins Co, Hornor Townsend & Kent Inc, Prime Capital Investment Advisors, LLC, Wealth Development Strategies Investment Advisory, Inc, and Sphere Wealth Management, LLC. Teddy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Teddy is part of Prime Capital Investment Advisors, LLC, which operates out of Houston, 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 63, Series 65

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

11700 Katy Freeway Suite #630
Houston, TX 77079

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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

Teddy Awuah Work History

2021 - Present (3 years)

Prime Capital Investment Advisors, LLC

2018 - 2019 (1 year)

Wealth Development Strategies Investment Advisory, Inc

2018 - 2021 (3 years)

Sphere Wealth Management, LLC

2017 - 2019 (2 years)

Penn Mutual Life Ins Co

2017 - 2019 (2 years)

Hornor Townsend & Kent Inc

2015 - 2017 (2 years)

Comerica Securities, Inc

2008 - 2015 (7 years)

John Hancock

2008 - 2015 (7 years)

John Hancock Distributors LLC

Disclosures

Please visit the SEC profile of Teddy Awuah 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

Aaron Kolich
Leawood, KS
Jasen Mangrum
Leawood, KS
Marco Osorio
Leawood, KS
Richard Murray
Leawood, KS
Ashley Scott
Royal Oak, MI
Scott Duba
Leawood, KS
Matt Waters
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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