Matthew Flores, financial advisor Port Orchard WA

Matthew Flores

CRD Number: 6306717
Current Firm: Prosperity Wealth Management, Inc.

Matthew Flores (CRD# 6306717) is an Investment Advisor Representative working at Prosperity Wealth Management, Inc. in Port Orchard, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Prosperity Wealth Management, Inc. San Ramon, CA Aug 2020 - Current 3
Unemployed Various, WA Mar 2020 - Aug 2020 < 1
Edward Jones St Louis, MO Mar 2014 - Mar 2020 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Matthew Flores
Phone Number: 925-791-4444
Firm Website: https://trplanning.com
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    243
    MILLIONS
  • Total Number of Accounts
    1,611
    ACCOUNTS
  • Average Account Value
    $151,068
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NV, NY, OH, PA, SC, TX, VA, WA

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