Norman Trent Bradshaw
Investment adviser representative at Prime Capital Financial
20 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
20 years in the industry.
- Prime Capital FinancialMar 2026 to now
- Private Client ServicesMar 2026 to now
- Brent H. Parks, Cpa P.A.Mar 2024 to now
- 89 Ventures, LLCAug 2023 to now
- Bradshaw Rogers Financial Partners, Inc.Apr 2023 to now
- Nt. BradshawJan 2023 to now
- Premium Tax Strategies, LLCJan 2023 to now
- United Planners' Financial Services of America a Limited PartnerNov 2019 to now
- Tbbp Properties, LLCJan 2014 to now
- Cambridge Investment Research Advisors IncFeb 2015 to Nov 2019
- Cambridge Investment Research IncFeb 2015 to Nov 2019
- Bradshaw Financial PlanningApr 2006 to May 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 3041529
- Firm CRD
- 288712