Garth James Lurvey

Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2006 → 11/2016
  Suntrust Investment Services, Inc
  Atlanta, GA
• 08/2016 → 12/2016
  Suntrust Advisory Services
  Atlanta, GA
• 12/2016 → 03/2022
  Lpl Financial, Llc
  Longwood, FL
• 03/2022 → 12/2024
  Private Client Services
  Winter Park, FL
• 03/2022 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS

Previous Registrations

• 2016-12-15 → 2022-03-17
  Lpl Financial Llc
  Longwood, FL
• 2006-02-22 → 2016-12-16
  Truist Investment Services, Inc.
  Oviedo, FL
  Oviedo, FL
  Lake Buena Vista, FL
  Orlando, FL
  Celebration, FL
  Celebration, FL
  Winter Park, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Saint Cloud, FL
  St Cloud, FL
  Kissimmee, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Casselberry, FL
  Maitland, FL
• 2016-08-24 → 2016-12-16
  Truist Advisory Services, Inc.
  Kissimmee, FL
  Celebration, FL
  Celebration, FL
  Oviedo, FL
  Orlando, FL
  Winter Park, FL
  Maitland, FL
  Oviedo, FL
  Orlando, FL
  Saint Cloud, FL
  Fern Park, FL
  Orlando, FL
  St Cloud, FL
• 2005-05-05 → 2006-02-23
  Ubs Financial Services Inc.
  Orlando, FL
• 2004-03-09 → 2005-05-17
  Waddell & Reed
  Maitland, FL

Other Businesses

1) Tax Prep. Tax preparation as part of investment advice given at not cost to the client. Tax return data entry. 5 hrs/mo; 5 during trading hrs. 2) Rental house, not investment-related, 5464 Park Vale Blvd, Winter Park, FL 32792, I bought a house with my son and am holding half the mortgage, owner 3) CHHSZ HOLDINGS, LLC, INVESTMENT RELATED, 6201 COLLEGE BLVD STE#150 OVERLAND PARK KS 66211, PARTNER, CHHSZ HOLDINGS LLC IS A LIMITED LIABILITY COMPANY ""LLC"" FORMED IN OCTOBER 2019 UNDER THE LAWS OF THE STATE OF DELAWARE. CHHSZ HOLDINGS LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENT ADVISORS, LLC (PCIA), A REGISTERED INVESTMENT ADVISOR. MEMBER PROVIDES ADVISORY SERVICES AS AN IRA OF PCIA, <1 HR /MONTH, <1 HR / MONTH DURING TRADING 4) PCRM LLC. 6201 COLLEGE BLVD, SUITE #150, OVERLAND PARK, KS 66211. SALE AND SERVICE OF FIXED INSURANCE PRODUCTS THROUGH IMO(S). AGENT. 10 HRS/MO; 10 DURING TRADING HRS.

Exams

• S66 Uniform Combined State Law Examination
  2003-12-17

Designations

• Certified Financial Planner

Other Names

• Garth Lurvey