Menu
Menu
Joe + Harrish - Financial Advisor in Overland Park, KS

Paladin Research Report For:

Joe Harrish

Prime Capital Investment Advisors

6201 College Boulevard
Suite 150
Overland Park, KS 66211
913-491-6226
Visit Website
https://pciawealth.com/blog/team-member/joe-harrish/

About Joe Harrish

Our firm was founded with a goal to provide the range of products and services to meet the expanding needs of individual clients. That goal is made a reality with the hiring of financial experts who are passionate about applying their knowledge and expertise to help clients reach for their financial goals.

See Disclosures

General Information

Firm Start Year
  • 1985
No. of Employees
  • 100-499
CRD#
  • 4734166
Firm CRD#
  • 288712
Insurance License#
  • 7977470
Name of Broker/Dealer
  • Private Client Services
States Licensed in
  • KS, MO, IA
Years of Experience in Financial Services
  • 16
Number of Years with Current Firm
  • 3
Work with the following types of clients
  • Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
  • Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Planning for Individuals, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Risk Management, Money Management

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Securities Licenses
  • Series 65, Series 6, Series 63
Insurance and Annuity Licenses
  • Disability, Life

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $500,000
Fee % Based on Assets
  • .5% - 1.5%

Education

Organizational Management - Business/HR
  • Colorado Christian University
    10/01/1999 - 06/01/2001

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1888594/paladinregistry-prime-capital-investment-advisors-detailed-disclosure

Disclaimer

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC ("PCIA"), a federally registered investment adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Prime Capital Wealth Management ("PCWM") and Qualified Plan Advisors ("QPA"). Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

Learn More

Copyright 2023 Paladin Registry. All rights reserved.