Thomas Carreras (CRD# 1815164) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Overland Park, KS and has over 26 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Prime Capital Investment Advisors | Overland Park, KS | Apr 2022 - Current | 2 |
Private Client Services | West Palm Beach, FL | Jan 2022 - Current | 2 |
Carreras Financial Services, Inc. | West Palm Beach, FL | Nov 2001 - Current | 22 |
20/20 Financial Advisors | West Palm Beach, FL | May 2019 - Jan 2023 | 3 |
20/20 Capital Management, Inc. | Costa Mesa, CA | Feb 2019 - Jan 2023 | 3 |
Ameritas Investment Corp | Lincoln, NE | Oct 2003 - Jan 2022 | 18 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1997 |
S65 | NASAA Investment Advisors Law Examination | May 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management24,363MILLIONS
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Total Number of Accounts30,635ACCOUNTS
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Average Account Value$795,263
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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