Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kameron? Claim Your ProfileKameron Carlson is a financial advisor at Prime Capital Financial, with over 25 years of experience in the financial services industry. Kameron holds both Series 63 and Series 65 licenses as well as the Series 7 and SIE exams, demonstrating a commitment to staying current with the evolving industry. Kameron's background also includes experience with LPL Financial LLC, CITICORP INVESTMENT SERVICES, and LINSCO/PRIVATE LEDGER CORP. Kameron is a Certified Financial Planner and offers a range of financial services, including portfolio management for individuals, businesses, and pooled investment vehicles, pension consulting, and financial planning.
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
12/15/2022 - Present
Prime Capital Financial (OVERLAND PARK KS)
SD
09/07/1995 - 12/06/2018
LPL FINANCIAL LLC (SIOUX FALLS SD)
NY
07/08/1995 - 09/08/1995
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
SC
02/06/1995 - 06/02/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 02/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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