Prime Capital Investment Advisors Acquires Liberty Wealth Advisors

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“PCIA has always held a vision of building a national brand by partnering with experts in their respective fields,” said Glenn Spencer, CEO of Prime Capital Investment Advisors.

Metadata
Provider: 
Business Wire, Inc.Business Wire, Inc.
Retrieved on: 
Monday, December 19, 2022
Information
Tags: 
Banking, Professional Services, Finance, PCIA, Partnership, Registered investment adviser, Learning, Financial services
Geotags: 
UNITED STATES, NORTH AMERICA, KANSAS
Organisation: 
PRIME CAPITAL INVESTMENT ADVISORS
Summary
Key Points: 
  • “PCIA has always held a vision of building a national brand by partnering with experts in their respective fields,” said Glenn Spencer, CEO of Prime Capital Investment Advisors.
  • Park Sutton Advisors, A Waller Helms Company, served as the exclusive financial advisor to Liberty Wealth Advisors on the transaction.
  • To learn more about Liberty Wealth Advisors, please visit: https://www.libertywealthadvisors.com/
    To learn more about Prime Capital Investment Advisors, please visit: https://pciawealth.com/
    Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand.
  • PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).


Prime Capital Investment Advisors (PCIA) is pleased to announce that it has acquired substantially all of the assets of Liberty Wealth Advisors, a $1.75 billion wealth planning and investment management firm with clients in more than 45 states*.

Liberty Wealth Advisors is led by chairman and CEO, James S. Gladney. In addition to Gladney, 14 other employees across 9 states will be joining the PCIA family. This includes five advisors, with a combined total of approximately 725 clients. Jim and 6 employees will join the PCIA partnership as shareholders.

“PCIA has always held a vision of building a national brand by partnering with experts in their respective fields,” said Glenn Spencer, CEO of Prime Capital Investment Advisors. “To that end, Liberty Wealth has developed a notable remote service offering that enables them to deliver comprehensive wealth planning to clients across the country. We look forward to learning from each other and growing our competencies together to enrich the lives of our clients, employees and other partners.”

“Joining Prime Capital Investment Advisors opens a new chapter in our organization’s mission to continue providing exceptional value to our clients and presenting career-growth opportunities for our team members,” said Gladney. “We’re looking forward to all the ways our combined expertise can enhance client and team member experiences for the entire firm.”

The transaction closed on Dec. 9, 2022. Park Sutton Advisors, A Waller Helms Company, served as the exclusive financial advisor to Liberty Wealth Advisors on the transaction.

To learn more about Liberty Wealth Advisors, please visit: https://www.libertywealthadvisors.com/

To learn more about Prime Capital Investment Advisors, please visit: https://pciawealth.com/

About Prime Capital Investment Advisors

Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services, as well as plan participant education. PCIA currently has 51 locations throughout the United States, with investment advisor representatives serving clients across the nation. Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”). For more information, visit www.pciawealth.com.

*As of 1-1-2022

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