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Elmer Robert Branch

Investment adviser representative at Prime Capital Financial
23 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$39.1BFirm assets

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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

23 years in the industry.

  1. Prime Capital FinancialMar 2022 to now
  2. Prime Capital Investment AdvisorsFeb 2022 to now
  3. Ameritas Life Insurance CorpOct 2003 to now
  4. 20/20 Capital ManagementNov 2015 to Jan 2023
  5. Ameritas Investment Corp.Oct 2003 to Jan 2022

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 65 · Uniform Investment Adviser Law2000

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
2751881
Firm CRD
288712
Advisor's SEC record (opens in a new tab)
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