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Conor Randal Kelly

Investment adviser representative at Prime Capital Financial
16 yearsExperience
3 statesRegistered 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

16 years in the industry.

  1. Prime Capital FinancialMar 2024 to now
  2. Prime Capital Investments AdvisorsMar 2024 to now
  3. The Etf Store, Inc.Sep 2010 to Mar 2024

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2003

State registrations

Registered as an investment adviser representative in 3 states (KS, MO, 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
4664922
Firm CRD
288712
Advisor's SEC record (opens in a new tab)
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