Karin Lynn Tyson

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

• 01/2007 → 01/2022
  Ameritas Investment Corp.
  Lincoln, NE
• 01/2013 → 01/2023
  20/20 Financial Advisers Houston
  Houston, TX
• 11/2015 → 01/2023
  20/20 Capital Management
  Costa Mesa, CA
• 01/2022 → 12/2024
  Private Client Services
  Houston, TX
• 02/2022 → Present
  Prime Capital Investment Advisors
  Overland Park, KS

Previous Registrations

• 2015-12-07 → 2022-12-31
  20/20 Capital Management, Inc
  Houston, TX
  Costa Mesa, CA
• 2007-01-24 → 2017-10-02
  Ameritas Investment Company, Llc
  Houston, TX
  Cincinnati, OH
  Houston, TX
  Lincoln, NE
  Houston, TX
  Austin, TX
  Glendale, AZ
• 2003-01-01 → 2012-12-31
  The Afp Group
• 1995-04-25 → 2007-01-29
  Osaic Wealth, Inc.
  Houston, TX
  Houston, TX
• 2002-10-25 → 2002-12-31
  The Afp Group
  Houston, TX

Other Businesses

1) CHHSZ HOLDINGS, LLC. 6201 COLLEGE BLVD, SUITE #150, OVERLAND PARK, KS 66211. CHHSZ HOLDINGS LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENT ADVISORS, LLC (PCIA) A FEDERALLY REGISTERED INVESTMENT ADVISORY FIRM. MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY) SERVICES AS AN IAR OF PCIA. 1 HR/MO; 1 DURING TRADING HRS. 2) LIFE, DISABILITY, LONG-TERM INSURANCE AGENT. PROSPECT, DESIGN, SERVICE AND HELP WITH CLAIMS OF LIFE, DISABILITY AND LONG-TERM CARE PLANNING. INSURANCE AGENT. 20 HRS/MO; 1 DURING TRADING HRS. 3) NOTARY. 2600 SOUTH GESSNER RD, #315, HOUSTON, TX 77063. NOTARIZE DOCUMENTS FOR CLIENTS AND FRIENDS (WILLS, ROLLOVERS, ETC). NOTARY. 1 HR/MO; 1 DURING TRADING HRS. 4) SEMINAR INSTRUCTOR. 2600 SOUTH GESSNER RD, #315, HOUSTON, TX 77063. CONDUCT WORKSHOPS TO THE PUBLIC AND CPA'S CONTINUING EDUCATION ON SOCIAL SECURITY AND IRA PLANNING. INSTRUCTOR/PRESENTER OVER ZOOM OR AT THE LOCAL LIBRARY. 5) FUTURE OF FINANACE SCHOLARSHIP FUND. 6201 COLLEGE BLVD, STE 150, OVERLAND PARK, KS 66211. SCHOLARSHIP FUND. BOARD MEMBER TO EVALUATE AND SELECT INDIVIDUAL CANIDATES FOR SCHOLARSHIP CONSIDERATION AND FOLLOW OUR LEGAL PURPOSE OF THE SCHOLARSHIP FUND. 1 HR/MO; 1 DURING TRADING HRS. 6) MEMORIAL DRIVE PRESBYTERIAN CHRUCH. 11612 MEMORIAL DR, HOUSTON, TX 77024. CHRUCH. BOARD MEMBER AT LARGE FINANCE COMMITTEE. 2 HRS/MO; 1 DURING TRADING HRS. 7) PCRM LLC. 6201 COLLEGE BLVD, SUITE #150, OVERLAND PARK, KS 66211. FIXED INSURANCE PRODUCTS, INSURANCE AGENT. SALE OF SERVICE OF FIXED INSURANCE PRODUCTS. 20 HR/MO, 5 HR/MO DURING TRADING HRS. EFFECTIVE 12/2022.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-04-24

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Karin Lynn Churchfield
• Karin Lynn Churchfield Tyson