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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Will? Claim Your ProfileWill Francis Orourke is an Investment Advisor Representative at Prime Capital Financial. Will has been in the industry since 2021 and has earned the Series 65 license. Will has previously worked at Data Fork Digital Group and Optex Systems. Will is also an owner of Legacy Estate Planning and provides counsel on estate planning documents. Prime Capital Financial is a firm that provides investment advisory services and has approximately 1968 clients. The firm offers portfolio management services, financial planning, and pension consulting.
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
TX
05/24/2021 - Present
Prime Capital Financial (Flower Mound TX)
IA
Issued 05/22/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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