AB

Alfonso Burgos

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
231 advisors
Number of Clients
19,012 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$30.1B

Fee Structure

Prime Capital Financial offers various fee structures depending on the service. Asset management fees are charged either as part of a wrap fee program (advisory and transaction costs combined) or on a transaction-based pricing model (advisory fees plus separate transaction costs). They also offer financial planning and business consulting services, the fees for which are not detailed in this brochure. Minimum investment amounts are required, but the specific amount is not stated in this brochure.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness Owners
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Advisor Information

Office location

6550 Rock Spring Drive, Suite 510, Bethesda, MD, 20817

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Prime Capital Financial
August 2025 - Present · 5 mos
Previous Registrations
Edelman Financial Engines
November 2018 - September 2025 · 6 yrs 10 mos
Ef Legacy Securities, LLCBroker
April 2016 - October 2018 · 2 yrs 6 mos
Sanders Morris Harris LLC Broker
May 2008 - April 2016 · 7 yrs 11 mos
Edelman Financial Services, LLC
May 2008 - November 2018 · 10 yrs 6 mos
Edelman Financial Advisors LLC
November 2007 - May 2008 · 6 mos
Smh Capital INC. Broker
September 2006 - November 2007 · 1 yr 2 mos
Edelman Financial Services LLC
September 2006 - November 2007 · 1 yr 2 mos
Brookstreet Capital Management
January 2006 - August 2006 · 7 mos
Brookstreet Capital Management
June 2002 - December 2004 · 2 yrs 6 mos
Brookstreet Securities CorporationBroker
June 1999 - August 2006 · 7 yrs 2 mos
Multi-Financial Securities CorporationBroker
April 1999 - June 1999 · 2 mos
Pacific Cortez Securities IncorporatedBroker
May 1998 - April 1999 · 11 mos
Tasin & Company, INC.Broker
August 1997 - May 1998 · 9 mos
Ash & CO. IncorporatedBroker
June 1997 - September 1997 · 3 mos
H.J. Meyers & Co., INC.Broker
April 1997 - June 1997 · 2 mos
Investors Associates, INC.Broker
September 1996 - September 1997 · 1 yr
State Registrations4 states
FLKSMDTX
Advisor
Exams
No exam information available for this advisor.