Timothy Joel Dahlberg
Investment adviser representative at Prime Capital Financial
17 yearsExperience
3 statesRegistered in
$39.1BFirm assets
9 yearsFirm in business
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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
17 years in the industry.
- Prime Capital FinancialMar 2024 to now
- Prime Capital Investment AdvisorsMar 2024 to now
- Bank of America, N.A.Jun 2018 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2018 to now
- PilotSep 2017 to Feb 2018
- Purshe Kaplan Sterling Investments, IncJun 2017 to Oct 2017
- Mcadam LLCApr 2017 to Sep 2017
- Coastal Gold & Silver, LLCSep 2009 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 3 states (FL, LA, 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
- 4664292
- Firm CRD
- 288712