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Tina L

Series 63, Series 66

Fayetteville, AR

Prime Capital Financial

Tina Lamb is a financial advisor at Prime Capital Financial with 26 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Prime Capital Investment Advisors, LLC since 2019, following a 20-year tenure at Longer Investments. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm provides a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, employing diverse investment strategies and tax-efficient portfolio management.

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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Finley R

CFP®, Series 65

Fayetteville, AR

Prime Capital Financial

Finley Robinson is a CFP® with two years of industry experience, currently advising at Prime Capital Financial. Prior to his advisory role, he has been involved with B Tribe Fit as a brand manager since 2021 and served for 20 years with the Fellowship Bible Church of NWA. He also contributes as a freelance writer for a newsletter service. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through comprehensive asset management, financial planning, and family office services. The firm employs a variety of investment strategies and provides tax planning and consolidated reporting through its affiliated subsidiaries.

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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Ethan W

Series 65

Fayetteville, AR

Prime Capital Financial

Ethan Workman is a financial advisor at Prime Capital Financial with six years of industry experience. He holds a Series 65 designation and has worked at Prime Capital Investment Advisors LLC since 2020. Outside of advising, he is involved with CHHSZ Holdings, LLC, the owner of Prime Capital Investment Advisors. 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 broad range of services such as asset management, financial planning, family office offerings, and retirement plan participant allocations, utilizing various investment strategies and affiliated tax advisory services.

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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Keith L

Series 63, Series 65

Fayetteville, AR

Prime Capital Financial

Keith Lea is a financial advisor at Prime Capital Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cetera and Sphere, LLC. Lea is a managing member of BY LO SL HI, LLC, an investment-related business. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a combination of discretionary and non-discretionary management strategies and provides specialized tax and financial administration services through its affiliated entities.

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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Angela C

Series 65

Fayetteville, AR

Prime Capital Financial

Angela Cothren is a financial advisor at Prime Capital Financial with six years of industry experience. She holds a Series 65 credential and has worked at Longer Investments and Longer Financial for a combined 13 years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings with a focus on both discretionary and non-discretionary account management.

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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James H

Series 65

Fayetteville, AR

Prime Capital Financial

James Hudgins is a financial advisor at Prime Capital Financial in Fayetteville, AR, holding a Series 65 credential with less than one year of industry experience. His prior work history includes roles at Fastenal, Colson Group, and Arkansas State University. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a range of investment strategies and provides tax planning and financial administration services through 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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Donald P

Series 63, Series 65

Fayetteville, AR

Prime Capital Financial

Donald Paul is a financial advisor with Prime Capital Financial who holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior experience includes roles at Sphere, LLC, First National Bank of Fort Smith, and Cetera. Outside of advising, he is involved in catering through REE Adventurs, LLC and serves on the advisory board of Freedom 5 One. Prime Capital Financial is an SEC-registered advisory firm serving a diverse client base, including high-net-worth individuals, trusts, and retirement plans. The firm offers a range of services such as asset management, financial planning, retirement plan services, and family office offerings, employing varied investment strategies and maintaining an affiliated tax advisory 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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