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John M B

Series 63, Series 66, Series 65

Flower Mound, TX

Prime Capital Financial

John M Burke is a financial advisor at Prime Capital Financial with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Prime Capital Investment Advisors, LLC since 2018, following four years at Ascende Wealth Advisors, Inc. He is also involved with CHHSZ Holdings, LLC, a limited liability company that owns Prime Capital Investment Advisors. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a broad range of services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings, managing accounts on both discretionary and non-discretionary bases using varied investment strategies and platforms.

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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Sarah B

Series 66

Flower Mound, TX

Prime Capital Financial

Sarah Blackshear is a financial advisor at Prime Capital Financial with nine years of industry experience. She holds a Series 66 designation and has worked with firms including The Charles, Cambridge Investment Research, and Lawing Financial. Outside of advising, she was involved with Hotel Zaza (Z Resorts) for eight years. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers comprehensive asset management, financial planning, and family office services, employing a mix of investment strategies and platforms to address a wide range of client needs.

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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Marco M

Series 66

Flower Mound, TX

Prime Capital Financial

Marco Melero is a financial advisor at Prime Capital Financial with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including Fiduciary Investment Trusts and Principal Financial Group. Melero is involved in investment-related activities through PCRM, LLC, which focuses on fixed-insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and qualified retirement plan sponsor and trustee services. The firm employs a variety of investment strategies and offers family office services alongside tax advisory and consolidated financial reporting.

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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Mallory A

Series 66

Flower Mound, TX

Prime Capital Financial

Mallory Armijo is a financial advisor at Prime Capital Financial with 15 years of industry experience. She holds a Series 66 designation and previously worked at Sageview Advisory Group and Cetera Wealth Services, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services that include asset management, financial planning, qualified retirement plan sponsor and trustee services, and family office offerings. The firm employs a range of investment strategies and provides tax planning and bill-pay services through its 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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Bentley F

Series 66

Flower Mound, TX

Prime Capital Financial

Bentley Ford is a Series 66 credentialed financial advisor with 15 years of industry experience. He is currently with Prime Capital Financial and has previously worked at Private Client Services, Lawing Financial Inc., and Cambridge Investment Research Inc. Outside of his advisory role, Ford serves on the board of the Children's Advocacy Center of North Texas and is a board member of the Flower Mound Chamber of Commerce. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs a mix of investment strategies and provides tax 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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Steven V

Series 66

Flower Mound, TX

Prime Capital Financial

Steven Vander Velde is a financial advisor at Prime Capital Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms, including Cambridge Investment Research, Inc. and Lawing Financial Inc. Outside of his advisory work, Vander Velde serves as a precinct chair, engaging with the community to encourage voter participation. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a wide range of services including asset management, financial planning, qualified retirement plan services, and family office offerings, managing accounts using both discretionary and non-discretionary strategies with various investment approaches.

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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