TrueAdvisor
TrueAdvisor
AT
AT

Ashley Renea Terrell

Prime Capital Financial
4 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
Prime Capital Financial
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
231 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Minimum Investment:$2.5K

Location

6201 College Blvd., Suite #150, Overland Park, KS, 66211

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Prime Capital Financial
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Burns Estate Planning & Wealth Advisors
July 2021 - July 2022 · 1 yr
State Registrations2 states
FLLA
Advisor
Exams
No exam information available for this advisor.