Terri Lewis
Terri Lewis is a ChFC-designated registered investment advisor at Prime Capital Financial, based in Overland Park, KS, with 39 years of industry experience. Terri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.
Location
6201 College Blvd., Suite #150, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (3)
Customer Dispute
June 2010Customer Dispute
January 2008Customer Dispute
July 2003Other Business ActivitiesSells Insurance
Terri is an insurance agent selling fixed-insurance products through Prime Capital Risk Management, dedicating a few hours per week. She is also a member of CHHSZ Holdings, LLC, the sole owner of Prime Capital Investment Advisors, LLC, spending minimal time on this.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Private Client Services, LLCBroker
Cambridge Investment Research, INC.Broker
Lawing Financial INC
The O.N. Equity Sales CompanyBroker
Pnmr Securities, INC.Broker
Cna Investor Services, INC.Broker
Cna Investor Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.