James May
Investment adviser representative at Prime Capital Financial
21 yearsExperience
2 statesRegistered in
$39.1BFirm assets
9 yearsFirm in business
Are you James May? 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
21 years in the industry.
- Prime Capital FinancialNov 2023 to now
- Prime Capital Investment Advisors, LLCNov 2023 to now
- First Bank and Trust Investment ServicesDec 2020 to Nov 2023
- Vip InsuranceSep 2016 to Nov 2023
- Raymond James Financial Services Advisors, IncJan 2009 to Nov 2023
- Raymond James Financial Services, Inc.Nov 2005 to Nov 2023
- First Bank & TrustJan 2005 to Nov 2023
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (KS, SD).
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
- 4652224
- Firm CRD
- 288712