Dillon Bradley Wilhite
Investment adviser representative at Prime Capital Financial
11 yearsExperience
2 statesRegistered in
$39.1BFirm assets
9 yearsFirm in business
Are you Dillon Bradley Wilhite? 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
11 years in the industry.
- Prime Capital FinancialOct 2025 to now
- Prime Capital FinancialMay 2025 to Aug 2025
- University of KansasAug 2024 to Dec 2025
- Ascendiant Capital Markets, LLCJun 2024 to Aug 2024
- Mcclure Real EstateJun 2023 to Aug 2023
- Name, Image, and Likeness (nil) OpportunitiesJun 2022 to Aug 2024
- University of KansasJun 2021 to May 2024
- StudentAug 2015 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8186701
- Firm CRD
- 288712