A lot of people have assumptions about what their risk number is, but what they are really finding out is their assumption isn’t reality. Riskalyze helps replace confusing and subjective terms like “moderately conservative” and “moderately aggressive” with a number between 1 and 99 that pinpoints your exact comfort zone for downside risk and potential upside gain.
PCLR Story
At Prime Capital Investment Advisors in Little Rock, we function as guides and problem solvers, here to empower you to make the right financial decisions for your future. The Prime Capital Little Rock difference is our focus on working as a team to deliver you unsurpassed service. The PCLR team is proudly based in Arkansas, “The Natural State,” and each of us has made the Little Rock area our home.
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What is YOUR Risk Number?
No one is the same when it comes to portfolio risk.
PCIA Little Rock Team
Jason Gerber, CFP®, M.S., AIF®
Managing Partner, Little Rock
Direct: 501.500.1682
Office: 501.823.4637
Fax: 501.823.0941
Jonnathan Davis, AIF®
Managing Partner, Little Rock
Email: jdavis@pciawealth.com
Office: 501.823.4637
Fax: 501.823.0941
Heath Hagan
Financial Advisor, Little Rock
Email: hhagan@pciawealth.com
Office: 501.823.4637
Fax: 501.823.0941
Marco Osorio, AIF®
Financial Advisor, Little Rock
Email: mosorio@pciawealth.com
Office: 501.823.4637
Fax: 501.823.0941
Autumn Maack
Retirement Planning Coordinator
Email: amaack@pciawealth.com
Direct: 501.500.1076
Office: 501.823.4637
Fax: 501.823.0941
Lori Taylor
Client Experience Professional
Email: ltaylor@pciawealth.com
Direct: 501-500-1686
Office: 501.823.4637
Fax: 501.823.0941
Carly Horne
Client Service Specialist
Email: chorne@pciawealth.com
Direct: 501.500-1679
Office: 501.823.4637
Fax: 501.823.0941
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Services
Helping you reach the Pinnacle of your Mountain, one step at a time.
Wealth Management
Financial Planning
Medicare & Social Security Planning
Executive Benefits Consulting
Qualified Plan Consulting
Insurance Services
Beginning with a team approach, Prime Capital Little Rock uses its entire collection of resources and connections to create a custom financial plan tailored to your objectives. Working with families, business owners and individuals, we pride ourselves in our ability to provide the highest level of service, no matter how complex your needs. Simply by understanding your goals, we’re prepared for any questions you may have when it comes to finance, and we stand next to you, not as coaches, but as teammates to help you design a financial roadmap with your vision as the destination.
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Schedule an Appointment with Us to Discuss How We Can Help You or Your Business
For individuals, PCLR aims to simplify our clients’ transition into their post-career lives, bridging the gap between the income they’re used to having and the income they create for themselves in retirement. For business owners, we join your mission to help propel your business forward, help retain top talent and help reach those milestones you’ll always look back on. With decades of experience in the advisory world, handling nearly any problem our valued clients bring to us, we’re prepared to create a custom financial plan for you.
Whether you’re looking to enhance your business, create a seamless transition of assets for your beneficiaries or simply retire comfortably, PCLR is with you at every point as your life evolves.
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