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Prime Capital Investment Advisors Partners with 20/20 Financial Advisers

OVERLAND PARK, Kan. & COSTA MESA, Calif.–(BUSINESS WIRE)–Prime Capital Investment Advisors (PCIA) is pleased to announce that it is combining its operations with 20/20 Financial Advisers (20/20) and 20/20 Capital Management, based in Costa Mesa, California. The company currently serves families nationally from offices in California, Texas, Florida, Oregon and Delaware. The transaction is expected to close at the end of December and will add more than 25 professionals and eight new partner advisors to the growing PCIA team. The partnership will also increase PCIA’s AUM by $1.1 billion to a total of more than $20 billion in assets under management, highlighting the company’s growth as a leading platform for wealth management and retirement plan-focused advisors.

The California company’s diverse and experienced team of professionals help clients create and execute plans to achieve financial independence and go beyond planning to help clients navigate issues that could affect their financial future. In addition to expanding PCIA’s presence in the west and south, the 20/20 team will continue to serve their customers directly. The partnership deepens the bank of experts and financial strategies that the 20/20 customer base now has access to.

“We are convinced that our strategies and values ​​are closely aligned with those of PCI. We are excited to partner with them to continue to provide top-notch service to our clients and build new relationships together under the umbrella of PCIA,” said Samir Thakkar, Founding and Managing Partner at 20/20 Financial Advisers. “We have always been focused on providing financial security to individuals, businesses, families and heirs. We are excited to continue to do this as part of the PCI family.”

“We couldn’t be happier to welcome the 20/20 team to PCI. Working with them is truly a meeting of the minds,” said Glenn Spencer, Chief Executive Officer of PCIA. “Their business philosophies are a good fit with ours and their experience in financial planning is invaluable. At PCIA, we exist to inspire people to fulfill their life aspirations and by coming together with such a strong company with a national presence, we can bring that mission to more employees, consultants and clients across the country.”

20/20 Financial was advised by Park Sutton Advisors, a specialty investment banking firm based in New York. The terms of the transactions have not been disclosed.

About Prime Capital Investment Advisors

Prime Capital Investment Advisors offers a client-centric team approach to full-service financial planning, including asset management and fee-based wealth management through the Prime Capital Wealth Management brand. Through the Qualified Plan Advisors brand, the company also provides retirement plan consulting and education services for participants. PCIA currently has 27 locations across the United States, with investment advisor representatives serving clients across the country. Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA conducts business such as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”). For more information, visit www.pciawealth.com.

About 20/20 Financial Advisors and 20/20 Capital Management

20/20 Financial Advisers and 20/20 Capital Management Inc. offer comprehensive financial planning that is unique in today’s world. Our team has one mission: the future of our customers. As a customer focused, focused company, 20/20 offers retirement planning, investment planning, business, insurance and tax planning services. With eight partner offices and several satellite offices, 20/20 provides national coverage and provides customers with local responsibility. For more information, visit www.2020fa.com and www.2020cmi.com.

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