Ashley Renea Terrell
Investment Adviser Representative at Prime Capital Financial
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Ashley Renea Terrell is an investment adviser representative with Prime Capital Financial in West Palm Beach, FL, where they have been registered since 2022. They have worked in the securities industry since 2021 and were previously registered with Burns Estate Planning & Wealth Advisors. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Florida and Louisiana.
Registrations & licenses
- Investment adviser:
- Florida, Louisiana
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Burns Estate Planning & Wealth Advisors LLCApr 2019 – Jul 2021Hammond, LA
- Livingston Parish School BoardAug 2018 – Apr 2019Livingston, LA
- Tangipohoa Parish School BoardAug 2017 – Aug 2018Amite, LA
- Steve ScaliseMar 2012 – Aug 2017Metairie, LA
- Prime Capital Investment Advisors, LLCJul 2022 – no end date reportedOverland Park, KS
- Burns Wealth AdvisorsJul 2021 – Jun 2022Hammond, LA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Prime Capital Financial
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Other
- Firm account minimum
- $2,500 (waivable)
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 260
- Offices listed on AdvisorFinder:
- 73
- Main office:
- Overland Park, KS
- SEC file number:
- 801-110709
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 1, 2026
View full firm profileOther advisors at Prime Capital Financial
Showing 12 of 260 in the directory
Similar advisors in West Palm Beach, FL
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ashley Renea Terrell has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched