Josh Douglas Hederick

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

• 04/2008 → 10/2016
  Tmfs-Raleigh, Llc
  Raleigh, NC
• 06/2008 → 10/2016
  Tmfs-Greensboro, Llc
  Raleigh, NC
• 10/2016 → 11/2016
  Financial Engines Advisor Center, Llc
  Raleigh, NC
• 11/2016 → 04/2018
  Financial Engines Advisors L.L.C.
  Raleigh, NC
• 09/2024 → Present
  Prime Capital Investment Advisors
  Overland Park, KS
• 04/2018 → 09/2024
  Edelman Financial Engines Advisors
  Raleigh, NC

Previous Registrations

• 2016-11-30 → 2024-10-25
  Edelman Financial Engines
  Raleigh, NC
  Raleigh, NC
• 2016-10-06 → 2016-11-30
  Financial Engines Advisor Center, Llc
  Raleigh, NC
  Overland Park, KS
• 2008-04-16 → 2016-11-02
  The Mutual Fund Store
  Raleigh, NC
• 2007-01-03 → 2008-04-22
  The Mutual Fund Store
  Franklin, TN
• 1999-06-11 → 2002-10-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Richmond, VA

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-11
• S66 Uniform Combined State Law Examination
  1999-06-02

Other Names

• Josh D Hederick
• Josh Douglas Hederick