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Richard Robinson

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Richard Robinson

Financial Advisor

 

    

LinkedIn

Richard Robinson is a financial advisor for Prime Capital Investment Advisors (PCIA) in Boerne, TX. Richard has worked in the financial services industry since 2012, and specializes in wealth management, goal-oriented investing and managing corporate assets on the Qualified Plan Advisors (QPA) platform – the retirement plan advisory branch of PCIA.

Prior to joining PCIA, Richard was a premier banker and a brokerage associate with Wells Fargo. As a premier banker he worked directly with the company’s regional affluent client base to uncover their specific financial needs and goals. In his role as a brokerage associate, he worked exclusively alongside their financial advisors.

Richard holds his FINRA Series 65 license, as well as his life and health insurance license in the state of Texas. Richard is highly respected in the Boerne Community and is a member of the 2019 Leadership Program from the Boerne Chamber of Commerce.

Outside of the office, he enjoys spending time with his beautiful wife and two boys. He also enjoys cardio and kickboxing.

 


Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

 

Articles by Richard Return to Team Page

Richard Robinson

Richard Robinson

Financial Advisor

 

    

LinkedIn

Richard Robinson is a financial advisor for Prime Capital Investment Advisors (PCIA) in Boerne, TX. Richard has worked in the financial services industry since 2012, and specializes in wealth management, goal-oriented investing and managing corporate assets on the Qualified Plan Advisors (QPA) platform – the retirement plan advisory branch of PCIA.

Prior to joining PCIA, Richard was a premier banker and a brokerage associate with Wells Fargo. As a premier banker he worked directly with the company’s regional affluent client base to uncover their specific financial needs and goals. In his role as a brokerage associate, he worked exclusively alongside their financial advisors.

Richard holds his FINRA Series 65 license, as well as his life and health insurance license in the state of Texas. Richard is highly respected in the Boerne Community and is a member of the 2019 Leadership Program from the Boerne Chamber of Commerce.

Outside of the office, he enjoys spending time with his beautiful wife and two boys. He also enjoys cardio and kickboxing.

 


Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., 7th Floor, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

 

Articles by Richard Return to Team Page

Contact Information