Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garth? Claim Your ProfileGarth Lurvey is a financial advisor with Prime Capital Financial, a firm located in Overland Park, Kansas. Garth has been in the financial industry since 2003. Garth provides financial planning, consulting and advisory services to individuals, families, corporations and trusts. Garth is a Certified Financial Planner and has worked with firms such as LPL Financial LLC and UBS Financial Services Inc.
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
03/14/2022 - Present
Prime Capital Financial (OVERLAND PARK KS)
FL
12/15/2016 - 03/17/2022
LPL FINANCIAL LLC (LONGWOOD FL)
FL
02/17/2006 - 12/16/2016
SUNTRUST INVESTMENT SERVICES, INC. (KISSIMMEE FL)
NJ
05/04/2005 - 02/23/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
KS
03/01/2004 - 05/17/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
NJ
12/02/2003 - 02/24/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 12/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2019
Series 24 - General Securities Principal Examination
BC
Issued 06/28/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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