Prime Solutions Financial Services Corp.

Prime Solutions Financial Services Corp. (CRD# 120499) is a financial advisory firm headquartered in Newtown Square, PA. They manage $6,578,608 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $134,257
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

PA

Financial Advisors at Prime Solutions Financial Services Corp.
Showing 1 - 4 of 4 top financial advisors.
1
Robert J. Vile
CRD#: 1300895
721 Dresher Road, Horsham, PA 19044
96
Wealthminder
score

Robert Vile (CRD# 1300895) is an Investment Advisor Representative working at Prime Solutions Financial Services Corp. in Horsham, PA and has over 32 years of experience in the finance industry.

2
James R. Smith
CRD#: 2912761
721 Dresher Road, Suite 2400, Horsham, PA 19044
93
Wealthminder
score

James Smith (CRD# 2912761) is an Investment Advisor Representative working at Prime Solutions Financial Services Corp. in Horsham, PA and has over 19 years of experience in the finance industry.

3
Robert J. Walker
CRD#: 1611512
721 Dresher Road, Suite 2400, Horsham, PA 19044
93
Wealthminder
score

Robert Walker (CRD# 1611512) is an Investment Advisor Representative working at Prime Solutions Financial Services Corp. in Horsham, PA and has over 24 years of experience in the finance industry.

4
Andrew J. Wellenbach
CRD#: 703699
3415 West Chester Pike, Suite 204, Newtown Square, PA 19073
93
Wealthminder
score

Andrew Wellenbach (CRD# 703699) is an Investment Advisor Representative working at Prime Solutions Financial Services Corp. in Newtown Square, PA and has over 36 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.