Prime Investment Advisors

Prime Investment Advisors (CRD# 111498) is a financial advisory firm headquartered in Bethesda, MD. They manage $87,262,269 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $969,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, VA

Financial Advisors at Prime Investment Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Todd C. Norris
CRD#: 5415707
7700 Old Georgetown Road, Suite 630, Bethesda, MD 20814
96
Wealthminder
score

Todd Norris (CRD# 5415707) is an Investment Advisor Representative working at Prime Investment Advisors in Bethesda, MD and has over 8 years of experience in the finance industry. Todd Norris 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.

2
Stephen S. Polan
CRD#: 1506873
7700 Old Georgetown Road, Suite 630, Bethesda, MD 20814
96
Wealthminder
score

Stephen Polan (CRD# 1506873) is an Investment Advisor Representative working at Prime Investment Advisors in Bethesda, MD and has over 30 years of experience in the finance industry. Stephen Polan 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.

3
Jeremy P. Bendler
CRD#: 5884869
7700 Old Georgetown Road, Suite 630, Bethesda, MD 20814
93
Wealthminder
score

Jeremy Bendler (CRD# 5884869) is an Investment Advisor Representative working at Prime Investment Advisors in Bethesda, MD and has over 6 years of experience in the finance industry.

4
Calvin Klausner
CRD#: 4994328
7700 Old Georgetown Road, Suite 630, Bethesda, MD 20814
93
Wealthminder
score

Calvin Klausner (CRD# 4994328) is an Investment Advisor Representative working at Prime Investment Advisors in Bethesda, MD and has over 11 years of experience in the finance industry.

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