Timothy Joseph Accurso

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

• 01/2009 → 10/2017
  Lawing Financial Inc.
  Overland Park, KS
• 07/2010 → 04/2018
  Cambridge Investment Research, Inc
  Fairfield, IA
• 07/2017 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS
• 04/2018 → 11/2019
  Private Client Services
  Louisville, KY

Previous Registrations

• 2009-02-03 → 2017-10-13
  Lawing Financial Inc
  Overland Park, KS

Other Businesses

1) INSURANCE AGENT. 6201 COLLEGE BLVD, 7TH FLOOR, OVERLAND PARK, KS 66211. SALE & SERVICE OF INSURANCE PRODCUTS. SALE & SERVUCE, 1 HOUR/MO; 1 DURING TRADING HOURS. 2) NEW MEXICO WATER RESOURCES. PINON OFFICE PLAZA. 801 1ST ST, STE B, MORIARTY, NM 87035. WATER INFRASTRUCTURE. BOARD OF DIRECTORS/QUARTERLY BOARD MEETINGS & REVIEW BIZ. METRICS. 10 HOURS/MO; 10 DURING TRADING HOURS. 3)CHHSZ HOLDINGS, LLC, INVESTMENT-RELATED, 6201 COLLEGE BLVD SUITE #150, OVERLAND PARK, KS 66211, CHHSZ HOLDINGS, LLC IS A LIMITED LIABILITY COMPANY,"LLC" FORMED IN OCTOBER, 2019 UNDER THE LAWS OF THE STATE OF DELWARE. CHHSZ HOLDINGS, LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENT ADVISORS, LLC ("PCIA"), A FEDERALLY REGISTERED INVESTMENT ADVISER, MEMBER, <1 HOUR PER MONTH, <1 HOUR PER MONTH DURING TRADING HOURS, MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY) SERVICES AS AN IAR OF PCIA.

Exams

• S66 Uniform Combined State Law Examination
  2009-01-05

Other Names

• Timothy Joseph Accurso
• Tim Accurso