Donald Lloyd Williams
Investment adviser representative at Prime Capital Financial
11 yearsExperience
2 statesRegistered in
$39.1BFirm assets
9 yearsFirm in business
Are you Donald Lloyd Williams? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Prime Capital FinancialApr 2019 to now
- Prime Capital Investment Advisors, LLCApr 2019 to now
- Financial Engines Advisors L.L.C.Nov 2016 to Apr 2019
- Tmfs Advisors, LLCJun 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Prime Capital Financial
Legal name: Prime Capital Investment Advisors, LLC
$39.1BAssets managed
23,965Clients
264Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1950478
- Firm CRD
- 288712