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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Tanner? Claim Your ProfileTanner Little is an investment advisor representative with Prime Capital Financial, licensed in Texas. Tanner holds Series 7TO, Series 63 and Series 65 licenses. Tanner specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Tanner is licensed and has experience working with a variety of client types, including individuals, high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Prior to joining Prime Capital Financial, Tanner worked at J.P. MORGAN SECURITIES 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
TX
07/23/2024 - Present
Prime Capital Financial (Dallas TX)
TX
01/08/2021 - 06/18/2022
J.P. MORGAN SECURITIES LLC (Plano TX)
IA
Issued 07/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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