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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Nancy? Claim Your ProfileNancy Carlson is a financial advisor at Prime Capital Financial. Nancy has over 30 years of experience in the financial services industry. Nancy has a Series 63 and Series 65 license and is a Certified Financial Planner. She is registered to provide investment advice in South Dakota and Texas. Nancy's expertise includes financial planning, retirement planning, and investment management. Nancy is committed to providing her clients with personalized financial advice and guidance.
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
SD
12/15/2022 - Present
Prime Capital Financial (SIOUX FALLS SD)
SD
08/16/1994 - 12/06/2018
LPL FINANCIAL LLC (SIOUX FALLS SD)
NA
08/30/1993 - 08/17/1994
HAMILTON INVESTMENTS, INC.
CA
05/15/1992 - 09/08/1993
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
IA
04/19/1990 - 05/12/1992
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IN
01/24/1989 - 04/19/1990
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/24/1989 - 04/19/1990
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
01/22/1986 - 01/19/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 02/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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