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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey A. Lahr is a financial advisor with over 14 years of experience in the financial services industry. Jeffrey is currently registered with Prime Capital Financial in Overland Park, KS and has been with the firm since 2017. Prior to that, Jeffrey was associated with Cambridge Investment Research, Inc. and The O.N. Equity Sales Company. Jeffrey holds the Series 66 and Series 7 licenses and the SIE certification. Jeffrey has a background in providing investment advisory services, insurance sales, and drumming. Jeffrey specializes in working with individuals, high-net-worth individuals, charitable organizations, corporations, pension plans, and pooled investment vehicles.
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
08/16/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
07/16/2010 - 04/27/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
02/02/2004 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
BOTH
Issued 02/13/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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