Rick Prime (CRD# 4728007) is an Investment Advisor Representative working at Hfg Advisors, Inc. in Kennewick, WA and has over 20 years of experience in the finance industry. Rick Prime has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Umpqua College | Roseburg, OR | Feb 2019 - Current | 5 |
| Prime Wealth Management, Inc. | Berkeley, CA | Sep 2014 - Current | 9 |
| Rick Prime, Dba Prime Wealth Services | Berkeley, CA | Apr 2004 - Current | 20 |
| Toolwire, Inc. | Pleasanton, CA | Dec 2013 - Sep 2015 | 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Nov 2003 - Sep 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
- WA
-
Total Assets Under Management250MILLIONS
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Total Number of Accounts306ACCOUNTS
-
Average Account Value$817,519
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
CA, OR, WA
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