Stephanie Burris (CRD# 4974018) is an Investment Advisor Representative working at Prosperity Investment Advisors, Inc. in Longmont, CO and has over 18 years of experience in the finance industry.
CRD# 6818104
Winding Trail Financial Planning, LLC
CRD# 3073220
Lpl Financial LLC
CRD# 6262403
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prosperity Investment Advisors, Inc. | Longmont, CO | Nov 2008 - Current | 15 |
| Viavi Solutions, Formerly Jdsu | Longmont, CO | Jun 2010 - Jun 2023 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2006 |
- CO
-
Total Assets Under Management12MILLIONS
-
Total Number of Accounts44ACCOUNTS
-
Average Account Value$272,727
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO
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