Terry A Conner

Partner and Managing Director @Prime Capital Financial

Springfield, MO, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2019 — Present

Partner and Managing Director @Prime Capital Financial

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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

N/A

University of Missouri-Columbia

Bachelor's degree, Industrial Engineering

1984 — 1987

University of Missouri-Columbia

Bachelor of Science (B.S.), Industrial Engineering

SKILLS

Portfolio Construction and ManagementInvestment ManagementAsset AllocationMutual FundsIrasCertified Financial PlannerWealth ManagementPersonal FinanceInvestment AdvisorySeries 65Retirement PlanningSeries 7401k RolloversSeries 24

ABOUT TERRY A CONNER

Experienced Certified Financial Planner with a demonstrated history of working in the…

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