Houston, TX West Loop South Office

Team
Updated today

Client AUM

$18,819,158,214

Clients

22,129

Advisors

5

Of 264 advisors across 71 offices

Location

1177 West Loop South, Suite 1610

Houston TX 77027

Advisors at this office

5

Advisors at this office

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Alexander M

Series 65

Houston, TX

Prime Capital Financial

Alexander Mc Clain is a financial advisor at Prime Capital Financial with one year of industry experience. He holds a Series 65 designation and has previously worked at Lido Advisors, LLC, GoodLynx, and The Home Depot. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with asset management, financial planning, qualified retirement plan services, and third-party manager selection. The firm offers family office services and manages accounts using a variety of strategic approaches, supported by an affiliated accounting subsidiary that provides tax planning and bill-pay 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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Alan M

Series 66

Houston, TX

Prime Capital Financial

Alan McClain is a financial advisor at Prime Capital Financial with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Advisor Networks, Girard Securities, and United Capital Financial Advisers. McClain also serves as an insurance agent, focusing on the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans through asset management, financial planning, and qualified retirement plan services. The firm employs a range of investment strategies and offers family office services, tax advisory through an affiliated accounting subsidiary, and consolidated reporting for complex client portfolios.

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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Amanda P

CFP®, Series 66

Houston, TX

Prime Capital Financial

Amanda Pilkerton is a CFP® professional with 19 years of industry experience, currently serving at Prime Capital Financial. She has worked at Prime Capital Investment Advisors, Cetera Advisor Networks, United Capital Financial Advisers, and Giriard Securities. In addition to her advisory role, she provides referrals for Medicare Supplement plans and is an insurance agent involved in the sale and service of fixed insurance products. 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, and family office solutions, utilizing a variety of 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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Joanne N

Series 65, Series 63

Houston, TX

Prime Capital Financial

Joanne Nguyen is a financial advisor at Prime Capital Financial with 14 years of industry experience. She holds the Series 65 and Series 63 licenses and has previously worked at Goldman Sachs and Cetera Advisor Networks. Outside of her advisory role, she is a partner in CHHSZ Holdings, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals—including high-net-worth and ultra-high-net-worth clients—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, family office offerings, and manages accounts using a mix of core/satellite, thematic, and tactical strategies.

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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Bryson M

Series 65

Houston, TX

Prime Capital Financial

Bryson Mc Clain is a financial advisor at Prime Capital Financial in Houston, TX, holding a Series 65 designation with less than one year of industry experience. Prior to joining Prime Capital Financial, he gained diverse work experience including roles at the City of Fort Collins and Colorado State University. 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 variety of investment strategies and offers integrated tax and financial administration solutions 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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