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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames May is an investment advisor representative for Prime Capital Financial with offices in Overland Park, KS. James has been in the financial industry for over 20 years and has experience in a variety of financial products, including fixed insurance products, qualified retirement plans, and investment management. James has held licenses in both South Dakota and Kansas, and has successfully passed the Uniform Combined State Law Examination, Series 7, Series 10, Series 9 and SIE exams. James also provides professional (investment advisory) services as an IAR of 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
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2
KS
11/14/2023 - Present
Prime Capital Financial (OVERLAND PARK KS)
SD
11/08/2005 - 11/13/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (SIOUX FALLS SD)
MN
08/13/2003 - 11/02/2005
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
BOTH
Issued 08/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/03/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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