Unclaimed
Benjamin Tyler West is an Investment Advisor Representative with Prime Capital Financial. Benjamin has been in the industry since 2012. Benjamin is registered in Texas and holds the Series 65 license. Benjamin has also earned the Certified Financial Planner designation. Benjamin's experience includes roles at The Mutual Fund Store-Houston, LLC, Financial Engines Advisor Center, LLC, Financial Engines Advisors L.L.C., and Prime Capital Investment Advisors, LLC. Benjamin is active in the industry.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
TX
04/30/2019 - Present
Prime Capital Financial (Houston TX)
IA
Issued 04/03/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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