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Anthony Elliott Woodard

PRIME CAPITAL INVESTMENT ADVISORS, LLC·OVERLAND PARK, Kansas
SIE, Series 7, Series 24, Series 66Clean record22 years registeredPRIME CAPITAL INVESTMENT ADVISORS, LLC
6201 COLLEGE BLVD., OVERLAND PARK, KS 66211CRD# 4518053Firm CRD# 288712

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Elliott Woodard · OVERLAND PARK, KS
Registration
CRD #4518053 · PRIME CAPITAL INVESTMENT ADVISORS, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

Jun 2017present
Jul 2018Mar 2023
OVERLAND PARK, KS
Oct 2005Oct 2017
OVERLAND PARK, KS
WOODARD, CHARLES WOODBRIDGE
Nov 2003Apr 2007
OVERLAND PARK, KS
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
Registration record
First registered · November 20, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRIME CAPITAL INVESTMENT ADVISORS, LLC
CRD 288712 · SEC 801-110709
AUM
$24.4B
Regulatory assets under management
Employees
353
30,635 client accounts
Services offered by PRIME CAPITAL INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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05

Frequently Asked Questions

What services does Anthony Elliott Woodard offer?
Anthony Elliott Woodard specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in OVERLAND PARK, Kansas for a consultation.
What are Anthony Elliott Woodard's credentials?
Anthony Elliott Woodard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Elliott Woodard located?
Anthony Elliott Woodard is based in OVERLAND PARK, Kansas, working with PRIME CAPITAL INVESTMENT ADVISORS, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.
How does Anthony Elliott Woodard charge for services?
Anthony Elliott Woodard's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: seminar fees, promoter fees, subscription fee financial plans. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIME CAPITAL INVESTMENT ADVISORS, LLC?
PRIME CAPITAL INVESTMENT ADVISORS, LLC has approximately 353 employees and manages $24.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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