Kyle Charles Gaines
Investment adviser representative at Prime Capital Financial
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$39.1BFirm assets
Are you Kyle Charles Gaines? 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
10 years in the industry.
- Prime Capital FinancialMar 2025 to now
- Private Client ServicesMar 2025 to now
- Osaic Wealth, Inc.Aug 2024 to Mar 2025
- Sugarloaf Wealth ManagementJul 2016 to Mar 2025
- Triad Advisors, Inc.Jul 2016 to Aug 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
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
- 5727280
- Firm CRD
- 288712