Charleston, SC Office

Team
Updated today

Client AUM

$18,819,158,214

Clients

22,129

Advisors

2

Of 262 advisors across 71 offices

Location

850 Morrison Yard, Suite #450

Charleston SC 29403

Advisors at this office

2

Advisors at this office

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Sean T

Series 63, Series 65

Charleston, SC

Prime Capital Financial

Sean Thompson is a financial advisor at Prime Capital Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fidelity Investments and Private Client Services. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and family office services. The firm employs a mix of discretionary and non-discretionary investment strategies, supported by affiliated tax advisory and specialized reporting 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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Ryan S

Series 66

Charleston, SC

Prime Capital Financial

Ryan Shannon is a financial advisor at Prime Capital Financial with four years of industry experience. He holds a Series 66 designation and has worked previously at Park Avenue Securities, Guardian Life Insurance Company, and Principal Securities Inc. Outside of his advisory role, he is involved with PCRM, LLC, which focuses on the sale and service of fixed-insurance products. Prime Capital Financial is an SEC-registered firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, qualified retirement plan sponsor and trustee services, and third-party manager selection. The firm employs a variety of investment strategies and offers family office services alongside tax planning 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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