We are a full service financial firm. We offer different types of investment plans and products to suit different needs and objectives.
We are not limited to working with specific product types, which is a direct benefit of investment products offered through INVEST Financial Corp.; an independent broker/dealer. INVEST is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Investor Protection Corporation (SIPC).
Through INVEST we offer a wide array of investments, including stock and bond holdings, mutual funds, annuities and real estate investment trusts. Many of these accounts are held under different brokerage titles. The stock and bond transactions that take place in these accounts are overseen and facilitated by Pershing LLC, one of the largest clearing firms in the world.
At Prime Wealth Advisors we are dedicated to our mission of providing the best independent financial advice. We are an ethical alternative.
Securities, advisory services, and certain insurance products are offered through INVEST Financial Corporation (INVEST), member FINRA (www.finra.org)/SIPC (www.sipc.org), a Federally Registered Investment Advisor and affiliated insurance agencies. INVEST is not affiliated with Prime Wealth Advisors. INVEST does not provide tax advice.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and; 1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements. 2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
