CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1388001
Tcg Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advent Benefit Consultants | Ayer, MA | Nov 2015 - Current | 8 |
| Sii | Andover, MA | Jun 2015 - Nov 2015 | < 1 |
| Bank Of America | Gardner, MA | Mar 2015 - Jun 2015 | < 1 |
| Bank Of America | Marlborough, MA | Mar 2014 - Mar 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site-
Total Assets Under Management2,195MILLIONS
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Total Number of Accounts15,930ACCOUNTS
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Average Account Value$137,818
- A percentage of assets under your management
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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