Terry A Conner
Managing Director at Prime Capital Investment Advisors
- Role
- Partner and Managing Director at Prime Capital Financial
- Location
- Springfield, MO, US
- LinkedIn followers
- 500 followers
About Terry A Conner
Experienced Certified Financial Planner with a demonstrated history of working in the…
Experience
Partner and Managing Director
Jun 2019 — Present · Springfield, MO, US
Experienced Certified Financial Planner with a demonstrated history of working in the investment management industry. Skilled in Portfolio Management, Certified Financial Planner, Investment Management, Retirement Planning, and Investment Advisory. Strong business development professional with a Bachelor of Science (B.S.) focused in Industrial Engineering from University of Missouri-Columbia.Advisory Services offered through Prime Capital Investment Advisors, LLC (“PCIA”), a Registered Investment Advisor. PCIA: 6201 College Blvd, 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (\"PCWM\").
Education
University of Missouri-Columbia
Bachelor's degree, Industrial Engineering
University of Missouri-Columbia
Bachelor of Science (B.S.), Industrial Engineering
1984 — 1987
Skills
- Portfolio Construction and Management
- Investment Management
- Asset Allocation
- Mutual Funds
- Iras
- Certified Financial Planner
- Wealth Management
- Personal Finance
- Investment Advisory
- Series 65
- Retirement Planning
- Series 7
- 401k Rollovers
- Series 24
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