Dallas, TX 13355 Noel Road Office

Team
Updated today

Client AUM

$18,819,158,214

Clients

22,129

Advisors

2

Of 264 advisors across 71 offices

Location

13355 Noel Road, Suite #225

Dallas TX 75240

Advisors at this office

2

Advisors at this office

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Tim D

CFP®, Series 66

Dallas, TX

Prime Capital Financial

Tim Dowden is a CFP® certificant with 24 years of industry experience, currently serving as an advisor at Prime Capital Financial since 2024. He previously worked at Financial Engines Advisors L.L.C. for eight years and Tmfs Advisors, LLC for two years. Dowden is also involved in the sale and service of fixed insurance products through related business activities. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with asset management, financial planning, qualified retirement plan services, and family office offerings. The firm employs a variety of strategies including core/satellite, thematic, and tactical approaches and provides consolidated reporting, tax advisory services, and continuity mechanisms alongside its investment 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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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
View complete list of advisors at this office
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