Unclaimed
William McGough is a financial advisor affiliated with Prime Capital Financial. William is a Registered Investment Advisor (RIA) in Georgia and Kansas, and has passed the Series 65 exam. He is also a Chartered Financial Analyst (CFA). William has been in the financial services industry since 2003 and is known for his expertise in financial planning, portfolio management, and retirement planning. William holds a position as a consultant at Evolve Analytics, a consulting practice focused on capital markets and asset/wealth management.
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
KS
04/10/2023 - Present
Prime Capital Financial (OVERLAND PARK KS)
IA
Issued 08/24/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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