Prime Wealth Management
Prime Wealth Management (CRD# 172705) is a financial advisory firm headquartered in Berkeley, CA. They manage $17,232,200 in 95 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts95ACCOUNTS
Average Account Value$181,392
- 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
- Pension consulting services
- Educational seminars/workshops
Rick Prime (CRD# 4728007) is an Investment Advisor Representative working at Prime Wealth Management in Berkeley, CA and has over 12 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.
Yvonne Huggins-Mclean (CRD# 6190478) is an Investment Advisor Representative working at Prime Wealth Management in Berkeley, CA and has over 5 years of experience in the finance industry.