Joseph Yurglich, financial advisor Denver CO

Joseph Yurglich

CRD Number: 6882119
Current Firm: Prime Capital Investment Advisors, LLC

Joseph Yurglich (CRD# 6882119) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Denver, CO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Private Client Services Denver, CO Jan 2020 - Current < 1
Prime Capital Investment Advisors Overland Park, KS Jan 2020 - Current < 1
Unemployed Greenwood Village, CO Apr 2019 - Dec 2019 < 1
Northwestern Mutual Investment Services LLC West Palm Beach, FL Jan 2018 - Apr 2019 1
Unemployed West Palm Beach, FL Apr 2016 - Jan 2018 1
Palm Beach Atlantic University West Palm Beach, FL Aug 2013 - May 2016 2
Hedgeco Networks West Palm Beach, FL Aug 2015 - Apr 2016 < 1
Arapahoe Floral Greenwood Village, CO Jul 2015 - Aug 2015 < 1
Unemployed Greenwood Village, CO Jun 2013 - Aug 2013 < 1
Denver Country Club Denver, CO Dec 2012 - Jun 2013 < 1
Unemployed Greenwood Village, CO May 2012 - Dec 2012 < 1
Colorado Christian University Lakewood, CO Jan 2012 - May 2012 < 1
Pacific Lutheran University Tacoma, WA Sep 2010 - Jan 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Joseph A. Yurglich
Phone Number: (800) 493-6226
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    10,900
    MILLIONS
  • Total Number of Accounts
    8,668
    ACCOUNTS
  • Average Account Value
    $1,257,511
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

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