Sarah Ann Blackshear

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

• 01/2016 → 09/2017
  Lawing Financial
  Dallas, TX
• 08/2016 → 04/2018
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2010 → 01/2018
  Hotel Zaza (Z Resorts)
  Dallas, TX
• 09/2017 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS
• 04/2018 → 12/2018
  Private Client Services
  Louisville, KY
• 12/2018 → 10/2025
  The Charles
  Dallas, TX

Other Businesses

1) PCRM, LLC doing business as Prime Capital Risk Management, investment-related, 6201 College Blvd., 7th Floor, Overland Park, KS 66211, fixed-insurance products, insurance agent, 02/2021, 10 hrs./mo, 10 hrs during trading, sale and service of fixed-insurance products, including through non-affiliated Insurance Marketing Organizations (IMOs).

Exams

• S66 Uniform Combined State Law Examination
  2017-09-18

Other Names

• Sarah Ann Blackshear
• Sarah Blackshear
• Sarah Ann Harris