Advisors at this firm
Robert V
CFA®, Series 63, Series 65
Horsham, PA
Prime Solutions Financial Services Corp.
Robert Vile is a CFA® charterholder with 22 years of industry experience. He has been with Prime Solutions Financial Services Corp. in Horsham, PA since 2003. Prime Solutions Financial Services Corp. provides discretionary portfolio management and investment advisory services to individual and institutional clients, managing approximately $12.7 million. The firm employs a bottom-up, growth-oriented investment approach focused on U.S. large-cap companies, combining fundamental and technical analysis with low portfolio turnover and customized strategies.
James S
Series 63
Horshame, PA
Prime Solutions Financial Services Corp.
James Smith is a financial advisor at Prime Solutions Financial Services Corp. with 23 years of industry experience. He holds a Series 63 designation and has worked at Prisol Securities, Inc. since 2001, alongside his ongoing roles at Prime Solution Financial Services Corp. and Prime Solutions Securities, Inc. since 1999. PrimeSolutions provides discretionary portfolio management and investment advisory services to individual and institutional clients. The firm focuses on bottom-up, growth-oriented strategies with concentrated U.S. large-cap equity portfolios and customized balanced allocations, serving a client base that excludes high-net-worth individuals.
Margaret C
Series 63, Series 65
Newtown Square, PA
Prime Solutions Financial Services Corp.
Margaret Callaghan is a financial advisor at Prime Solutions Financial Services Corp. with 22 years of experience at the firm. She holds Series 63 and Series 65 credentials. PrimeSolutions provides discretionary portfolio management and investment advisory services to individual and institutional clients, managing approximately $12.7 million. The firm employs a bottom-up, growth-oriented investment approach focused on U.S. large-cap companies, combining fundamental and technical analysis with customized balanced strategies.
