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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Lloyd Williams is an Investment Advisor Representative (IAR) with Prime Capital Financial, a firm based in Overland Park, Kansas. Donald has over 30 years of experience in the financial services industry. His previous roles included positions at Cornerstone Institutional Investors, Inc., Charles Schwab & Co., Inc., and American Express Financial Advisors Inc. Donald specializes in working with high-net-worth individuals, corporations and businesses, pooled investment vehicles, and pension and profit-sharing plans. He is registered to provide investment advice in Florida and Texas. Donald is a member of CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC.
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
1
2
KS
04/30/2019 - Present
Prime Capital Financial (OVERLAND PARK KS)
PA
04/12/2004 - 01/24/2006
CORNERSTONE INSTITUTIONAL INVESTORS, INC. (BETHLEHEM PA)
TX
04/16/1993 - 03/30/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
06/20/1989 - 01/28/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/20/1989 - 01/28/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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