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Tim D

CFP®, Series 66

Dallas, TX

Prime Capital Financial

Tim Dowden is a CFP® professional with 24 years of industry experience currently with Prime Capital Financial. He has held positions at several firms, including Financial Engines Advisors L.L.C. and Barclays Capital Inc. Dowden is also involved in fixed-insurance product sales and services through his role with Prime Capital Risk Management. Prime Capital Financial is an SEC-registered enterprise advisory firm serving a diverse client base including high-net-worth individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services such as asset management, financial planning, and family office solutions, employing a variety of investment strategies and maintaining an affiliated accounting subsidiary.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Tanner L

CFP®, Series 63, Series 65

Dallas, TX

Prime Capital Financial

Tanner Little is a CFP® with three years of industry experience, currently an advisor at Prime Capital Financial. His prior experience includes roles at Edelman Financial Engines and JPMorgan Chase Bank, N.A. He has also worked in various capacities outside the financial industry, including at Holder's Jewelers and as a professional landman. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and third-party manager selection. The firm employs a range of investment strategies and offers family office services, tax advisory through an affiliated subsidiary, and consolidated reporting across various asset types.

Family Business Tax strategies for small businesses Wealth management General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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