John Dowd, financial advisor East Greenwich RI
93 score

John Dowd

CRD Number: 1203778
Current Firm: Prosperity Capital Advisors

John Dowd (CRD# 1203778) is an Investment Advisor Representative working at Prosperity Capital Advisors in East Greenwich, RI and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
C2p Capital Advisory Group Dba Prosperity Capital Advisors Westlake, OH Oct 2012 - Current 4
Dowd & Associates, LLC East Greenwich, RI Oct 2004 - Current 12
Self Employed No. Kingstown, RI Feb 1990 - Current 26
Usa Tax & Ins Svcs Inc Dba American Investment Svcs Palm Harbor, FL Sep 2009 - Mar 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
S65 NASAA Investment Advisors Law Examination Sep 2003
Contact Info for John W. Dowd
Phone Number: 440-471-0345
Registered State(s):
  • MA
  • RI
By the Numbers
  • Total Assets Under Management
    466
    MILLIONS
  • Total Number of Accounts
    2,458
    ACCOUNTS
  • Average Account Value
    $189,606
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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