Brandon Todd Lee
Investment adviser representative at Prime Capital Financial
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Private Client ServicesApr 2018 to now
- Prime Capital FinancialAug 2017 to now
- Prime Capital Investment Advisors, LLCJul 2017 to now
- Lawing Financial, Inc.Sep 2013 to Oct 2017
- Cambridge Investment Research, IncJun 2013 to Apr 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 5831922
- Firm CRD
- 288712