Financial Advisor in Tampa, FL with 33 Year(s) of Experience
Personal Bio
Don Williams, CMFC®, CRPC® , has been helping investors reach their goals for over 30 years. His career path has helped build the foundation today for serving his clients as Senior Vice President at Prime Capital Investment Advisors. For his full bio click HERE.
Firm Name
Prime Capital Investment Advisors
Firm Bio
Our firm was founded with a goal to provide the range of products and services to meet the expanding needs of individual clients. That goal is made a reality with the hiring of financial experts who are passionate about applying their knowledge and expertise to help clients reach for their financial goals.
Prime Capital Investment Advisors (“PCIA”) remains dedicated to the essential business framework. Through collaboration of highly trained, experienced teams of investment professionals, we have created one of the largest independent financial firms in the Midwest.
Firm SEC Form ADV
Firm SEC/CRD #
288712
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Education
Washington & Jefferson CollegeBusiness Administration
Duration: 1985 - 1989
License(s)
Series 65
Advisor SEC/CRD #
1950478
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Are you a Fiduciary?
Yes
Do you receive any commissions or fees based upon financial products that you provide to your clients?
NoMethods of Compensation
Assets Under Management (AUM), Hourly Fee
Specialties
Preferred Client Type
Publications Featured In
Other
Disclaimer
Advisory Services offered through Prime Capital Investment Advisors, LLC (“PCIA”), a Registered Investment Advisor. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management ("PCWM").
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Donald Williams
FIDUCIARY
Position: Senior Vice President/Financial Advisor
Category: Investment
Inception of Business: 1989