Samantha Paige Dunlap
Investment adviser representative at Prime Capital Financial
10 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
10 years in the industry.
- Prime Capital FinancialSep 2026 to now
- Private Client Services, LLCSep 2026 to now
- Raymond James Financial Services Advisors, Inc.Jan 2026 to Sep 2026
- Raymond James Financial Services, Inc.Jan 2026 to Sep 2026
- Raymond James & Associates, Inc.Feb 2024 to Dec 2025
- Charles Schwab & Co., Inc.Nov 2022 to Feb 2024
- TD AmeritradeOct 2022 to Feb 2024
- JP Morgan Chase Bank, N.A.Feb 2020 to Oct 2022
- JP Morgan Securities, LLCFeb 2020 to Oct 2022
- First Community BankOct 2019 to Feb 2020
- Synovus BankSep 2018 to Sep 2019
- Synovus Securities, Inc.Sep 2018 to Sep 2019
- Wells Fargo Clearing Services, LLC.Jun 2017 to Sep 2018
- Wells Fargo Bank NASep 2016 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 6820732
- Firm CRD
- 288712