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William Thomas Mcgough

Investment adviser representative at Prime Capital Financial
16 yearsExperience
2 statesRegistered in
CFADesignation
$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 FinancialJan 2025 to now
  2. Evolve AnalyticsJun 2021 to now
  3. Prime Capital Investment Advisors, LLCApr 2023 to Jan 2025
  4. Benetic, Inc.Nov 2021 to Nov 2022
  5. Stadion Money ManagementJan 2010 to Jun 2021

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 2 states (GA, KS).

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
5282664
Firm CRD
288712
Advisor's SEC record (opens in a new tab)
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