Brett Harrison Newell
Investment adviser representative at Prime Capital Financial
10 yearsExperience
1 stateRegistered in
CFADesignation
$39.1BFirm assets
Are you Brett Harrison Newell? 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.
- Private Client ServicesApr 2018 to now
- Prime Capital FinancialJun 2017 to now
- Cambridge Investment Research, Inc.Jun 2017 to Apr 2018
- Vanguard Group IncJul 2016 to Mar 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 6503512
- Firm CRD
- 288712