Nathan Joseph Schwab
Investment adviser representative at Prime Capital Financial
18 yearsExperience
1 stateRegistered in
$39.1BFirm assets
9 yearsFirm in business
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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
18 years in the industry.
- Prime Capital FinancialNov 2023 to now
- Prime Capital Investment Advisors, LLCNov 2023 to now
- Raymond James Financial Services Advisors Inc.Sep 2017 to Nov 2023
- Raymond James Financial Services, Inc.Jun 2017 to Nov 2023
- First Bank & TrustJun 2008 to Nov 2023
- First Bank & Trust Investment ServicesJun 2008 to Nov 2023
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (SD).
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
- 6811909
- Firm CRD
- 288712