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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Terry? Claim Your ProfileTerry Conner is a financial advisor currently affiliated with Prime Capital Financial. Conner is a Certified Financial Planner and is licensed to provide investment advice in Missouri and Texas. Terry has been in the financial services industry for over 27 years. Before joining Prime Capital Financial, Conner was associated with Securities Service Network, Inc. and Securities America, Inc.. Terry Conner offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Conner has a history of working with individuals, high-net-worth individuals, corporations, trusts, and charitable organizations.
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
06/10/2019 - Present
Prime Capital Financial (OVERLAND PARK KS)
MO
08/02/1994 - 01/07/2014
SECURITIES SERVICE NETWORK, INC. (SPRINGFIELD MO)
NE
08/03/1992 - 08/07/1994
SECURITIES AMERICA, INC. (LAVISTA NE)
IA
Issued 01/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/1998
Series 24 - General Securities Principal Examination
BC
Issued 07/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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