Teddy Awuah (CRD# 5582484) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Houston, TX and has over 15 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prime Capital Investment Advisors, LLC | Overland Park, KS | Jan 2021 - Current | 3 |
| Sphere Wealth Management, LLC | Fayetteville, AR | Feb 2018 - Jan 2021 | 2 |
| Wealth Development Strategies Investment Advisory, Inc. | Houston, TX | Jan 2018 - Mar 2019 | 1 |
| Penn Mutual Life Ins Co | Horsham, PA | Nov 2017 - Feb 2019 | 1 |
| Hornor Townsend & Kent Inc. | Horsham, PA | Nov 2017 - Feb 2019 | 1 |
| Comerica Securities, Inc. | Houston, TX | Aug 2015 - Aug 2017 | 2 |
| John Hancock | Houston, TX | Aug 2008 - Jun 2015 | 6 |
| John Hancock Distributors LLC | Boston, MA | Aug 2008 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2008 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- TX
-
Total Assets Under Management24,363MILLIONS
-
Total Number of Accounts30,635ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.